Hi, I’m looking for advice please on using the credit limit feature by days out of terms rather than monetary value over a specified limit. Ie preventing order processing or dispatch when customer has invoices outstanding over a number of days but may well be below a set monetary value credit limit. Is this possible please?
Hi Jenny, thanks for posting in the community! Unfortunately, it currently isn’t possible to set the credit limit by days out of terms rather than monetary value. There is, however, a checkbox in your Order/ invoice settings of Fail credit limit checks if there are overdue invoices, regardless of the credit limit amount. If you select this checkbox, any overdue invoices will cause a credit limit check to fail. If this is not selected, just the credit limit amount itself will be checked. Both options only apply to customers with a credit limit set up. Would this setting work for you?