Credit Limit Flagging and Credit Holds help manage customers

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You can now exercise greater control over customers who have gone over their credit limit or are overdue in their payments with the new credit limit preference and credit hold feature.

• If you select the Warn if Credit Limit is Exceeded ... sales preference, you will receive an alert message informing you that the customer's credit limit has already been exceeded or the sale you are entering will exceed it. You can choose to continue with the sale or cancel it.

• If you put a customer on credit hold because the currently past due amount reaches a certain amount (even though the amount may not exceed the credit limit) in the new Credit Limit and Hold window --
  
  An alert message will appear when you begin to enter the invoice for that customer. You can remove the hold and proceed with the sale.

To save you the wasted effort of entering a sale only to receive the message at the end of the sale, your message will appear as soon as you select the customer. The only exception is when the credit limit isn't passed until amount of the current sale is entered; then the message appears when you try to record the sale.

For more information, see:

Assigning credit terms to your customers

Blocking sales or receiving alerts when customers exceed credit limits

Handling a sale to a customer who has exceeded the credit limit

Handling a sale to a customer who has been placed on credit hold