Imposing Credit Limits (A/R) Follow

A credit limit is a way to set the maximum outstanding balance you will allow a customer to accumulate before paying your company.

Printer’s Plan offers an Alert option which can be displayed when the sum of a customer’s new order amount and the total amount of any unpaid invoices exceeds the credit limit.

You can password-protect the Order Entry function to prohibit additional orders for all customers who have exceeded their credit limits. (See Settings | General Settings | Passwords.)

Assigning a Credit Limit and an Alert Option to a Customer

Credit limits and the option to enable or disable the Alert message are assigned in the customer’s setup window in the Customers section.

If you select Over-Credit in the Alert field as you are creating an order, Printer’s Plan alerts you if the customer has exceeded the credit limit.

Printer’s Plan does not prevent you from entering the Order unless you have password protected this function.

Password For Entering Orders When the Customer Has Exceeded the Credit Limit

To deter your staff from entering Orders for Customers who have exceeded their credit limits, you can assign a password for this function.

Go to Settings | General Settings | Passwords. Assign a password level to #28.

Viewing Credit Limits of Customers as a Group

You can view and edit the credit limits of customers in the A/R section, also. To do so:

Click Limits under Credits. A list of customers, whose credit limit amounts are greater than zero (> 0), and related information appear on the right.

NOTE: You can shorten the list by filtering it: Right-click Limits and select Add Filter…

NOTE: The amounts in the Balance column include balances of both current Orders and
unpaid invoices.

To edit the credit limit of a customer, double-click the customer’s name. The Credit Limit
window of the customer opens. Modify the credit limit.