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This text refers to program version 6.2  

Settings in the Receivables module - Credit Limit

This setting allows you to control the actions when the credit limit of a Customer has been (or is about to be) exceeded.

If you choose the first option, a warning will appear when you enter an Invoice and try to use a Customer that has already exceeded their Credit Limit (set using the Sales Credit Limit field on the 'Terms' card of the Contact record for the Customer). If you choose the second option, you will not be able to save an Invoice if it will take the Customer over their Credit Limit.

Credit limit checking will not take place for a Customer that has not been given a Credit Limit. If you want to allow a Customer no credit at all, set their Credit Limit to 0.01.

To open this setting, click [Settings] in the Master Control panel, then double-click 'Credit Limit' in the 'Settings' list. Check the boxes as appropriate and then, to save changes and close the window, click the [Save] button. To close the window without saving changes, click the close box.

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In this chapter:

• Introduction
  

• Types of Setting
  

• Settings in the General Ledger
  

• Settings in the Payables module
  

• Settings in the Receivables module, including:
  
  • Account Usage A/R
    

  • Credit Limit
    

  • Customer Categories
    

  • Info on Customer Status Report
    

  • Item Groups
    

  • Number Series - Invoices
    

  • Number Series - Receipts
    

  • Payment Modes
    

  • Payment Terms
    

  • Price Lists
    

  • Regions
  
  
• Settings in the System module
  

• Settings in the Technics module
  

• Settings in the User Settings module

Go back to:

• Home page for Books by HansaWorld manual

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