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Credit limits can be set for each customer; this prompts a pop-up box on the quote summary screen when the credit limit has been exceeded (images 2 & 3).
The credit limit takes into account all invoiced and work in progress orders that have an outstanding amount.
For example:
-Your customer has a credit limit of $10,000
-There are invoiced orders with $5,000 outstanding and work in progress orders with total outstanding value of $4,000.
-If the next order placed by that customer is greater than $1,000, it will trigger the credit approval check.
The pop-up box will not be removed until the credit limit is increased, or the customer has paid outstanding amounts.
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