Accounting Ideas

 

Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit S1-I-31 Credit limit warnings.

Credit Limits - Approaching or Over Merged

When a customer is at 75% of their credit limit you should be notified when raising an invoice for them which you can dismiss and tick whether to show this notification again. When a customer is at their limit or over, a notification should come up every time you raise an invoice for this customer so you can either put them on hold or continue on a discretionary level.

  • Guest
  • May 23 2023
  • We're Taking A Look At This
  • Guest commented
    23 May, 2023 03:28pm

    Here's an example of what the notifications could look like.