Days Credit

Days Credit (30, 60 or 90 days from the end of the month) can be set for each customer to restrict any customers who have exceeded 30, 60 or 90  days credit. This prompts a pop up box on the quote summary screen when the credit days has been exceeded from the end of month. You can set either 30, 60 or 90 days credit. 

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The pop up box will not be removed until the days credit limit is increased or the customer has paid outstanding amounts.

The days credit is set under the Customer card > Account details (Image 1, 2 or 3). You must have an amount in the credit limit field for the days credit limit.

The status for this function can be edited in (Settings-> Sales settings-> Orders status)

Accounts could be a few days out in reconciling, therefore BUZ does not restrict allowing customer orders to be placed, the orders are not processed until Credit approval is completed.

1. 30 Days Credit

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1. 60 Days Credit

1. 90 Days Credit

When placing an order in BUZ and the customer has exceeded the days credit  the following message will show.

Once orders have been placed if the customer has reached the credit days.

Note: You can't have both credit limit and days credit working with each other at the same time. There isn't a check for both, BUZ handles them separately. If a customer exceeds the credit limit - the credit limit message will appear, if a customer exceeds days credit the days credit message will appear. 

Removing Days Credit - COD Customers

Option 1 - using the Export/Import function

Contacts -> Customers -> Import/Export -> Download Current Layouts -> Customers Billing -> Export -> update the Days credit field to 0 and re import the file to BUZ

Option 2 → Using BUZ

Customers → Advanced Search to find required customer → Edit Details → Scroll down to Account Details → Update Days Credit to zero → Save

If you do not use credit days but would like customers to still place orders using credit, input -1 to the days credit field.