Yet another request for Credit Limits on customer accounts

Idea suggested by Paul Green 3 months ago

Hi all,

I see this has been asked for many times in the past, but either it was last assessed many years ago and deemed not needed, or it has been put on the road map and not fed back to the user-base.

As my business grows, the need for a credit limit on customer accounts is becoming essential - I'm currently using a secondary system which relies on us entering up to date accounting info from CB in order to be effective.

I don't think it needs to be a massive thing and my understanding of it (how we'd look to use it):

CL Field on Customer table CL Next Review on Customer table

A report that shows clients over CL, with balance, and CL (could even integrate it in to the aged debtors table)

When entering a sales invoice, a bit of logic on selecting client "if clientbalance > clientcl then popup "they're in debt, are you sure you want to add an invoice", and similar logic on clicking to save a new invoice if the clientbalance+newinvoiceamount > clientcl.

There's nothing to stop you adding bells, whistles and polish further down the line, but this basic functionality would be a great help.

3 Replies

Hi Paul,

Thank you very much for the detailed suggestion! I think that it has been thought out very well and you have gone to a lot of trouble on this. So, I want to thank you very much on behalf of the Clear Books team.

If I can just clarify one detail. When you mention CL field on the customer table. I assume you mean this would be under Contacts > Customers and then the customer in question. Is this right?

All the best,

Mohamed.

Hi Paul,

Understood. That would be a good place for it!

All the best,

Mohamed.

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