Credit Control

Select Customer, Accounts from the main menu bar. Highlight the customer and press the Edit button on the toolbar. Set the field called limit, to the credit limit of the customer.

Select Customer, Accounts from the main menu bar. Highlight the customer and press the Edit button on the toolbar. Set the field called Max Age, to the required value for the customer.

When making a new sale, the software will display a status tablet under the Served By field showing the accounts state of the customer.

• A/c means it is an account customer.
• A/c Due is an account with an amount outstanding but within their payment terms.
• Over Due is an account with invoices that are over their payment terms.

If you are running a strict credit control you can create a Credit Hold State.

1. Select Settings, Configuration, Sales States from the main menu.
2. Create a new state that will be used as the credit hold state, and tick the box to mark it as a hold state.
3. Click on the State Transitions table and set the Credit hold field to the correct state from the previous step.

The Credit Hold state transition defines a mandatory state for any invoices to a customer that are either:

• Over their credit limit
• Have invoices that are Over due, see How are over due accounts calculated?

The table below compares the Max age value with how the software determines if an invoice is due for payment. The example column show the due date for an invoice raised on 12th July 2023.

The table below compares the Max age value with how the software determines when an invoice is due for payment. The example column shows the over due date for an invoice raised on 12th July 2023.