ITISeasy Credit Limit
Our new feature allows you to set a credit limit for customers. Whenever new quotes are requested or orders are placed, it will be checked whether the credit limit defined for the respective customer has been exceeded.
Credit Limit Exceeded!
Our credit limit monitoring tool notifies you when a customer's limit is reached. As in the following example, an order should either not be confirmed subsequently, or the customer should be informed that order confirmation can only occur once they have settled their credit balance to be within the limit again.
How Credit Limit Works
You might be familiar with this scenario: You receive an order from a customer, and of course, you want to confirm it right away to keep your business moving forward.
However, what if the customer is unreliable, and you know that the last two invoices are already overdue and they still haven't made the payment? If it's just one customer among many, it's easy to give them a call and send another reminder before confirming the new order.
But keeping track can become challenging as the number of customers increases. With our credit limit check, you'll be automatically notified when a customer exceeds their credit limit.