Credit Limit Management
Keep track of customers paying on time by using our Credit Limit feature.
Features
  • Set customer/vendor credit limits by day and months.
  • Credit limit can help prevent uncollected receivables or paying extra for exceed payables
  • Identify quickly who is paying on time and not.
    FAQ
    • Can I stop delivery to the customers with a lot of outstanding receivables?
      If you set credit limits for customers, you can rectrict employees from saving the slip or have a alert message show for the customers that have exceeded their credit limit.
    • Can I select the payment dates for purchases?
      You can specify the payment dates in advance by using the Cash Flow Projection function. Pre-registered planning vouchers can be viewed collectively in the voucher list.
    • Can I specify the payment due date and limit sales data entry after that date?
      You can specify a credit period so that the sales voucher is not saved after that period.
    • Our company has a fixed day to expenditure. Can I arrange my expenses to expected expiration date?
      You can use the Payable Management menu to register the due date, and you can view the debt reduction history by date.
    • There is some customers that make deposits regularly. Can I set it up in advance?
      You can register the receipt/expenditure date of the customer in advance and check the schedule in the form of a calendar.
    • Can I set credit limit for customers and prevent sales if it exceeds that amount?
      Yes it is possible. If you set credit limits for customers, you can rectrict employees from saving the slip or have a alert message show for the customers that have exceeded their credit limit.
    • I need to manage collections by sales. Is it possible?
      You can assign tracking numbers to sales slips and manage it on a case by case basis. When you collecte payment, you can select the slip it was collected for by checking the tracking number.
    Main Features
    • Credit limit setting
      • The credit limit and the credit period is a setting that limits the amount of amount to be sold to the customer and the duration of the payment.
      • With this function, you can manage the receivable limit amount and the outstanding payment period per customer.
    • Credit limit check
      • Set whether you want to check the credit limit when inputting order and sales.
      • If the credit limit is exceeded, you can set up a warning message or not to save it with the message.
      • The warning message shows the amount exceeded in the credit limit by adding the amount of the slip entered and the previous receivable amount.
    • Credit limit selection criteria
      • Decide whether you want to trade after checking the contents of the warning message.
      • Limit orders and sales for long-term unpaid customers.
      • Check the receivable collection period, from the date of sales to the date of inquiry by 30 days.
    Credit Limit Management