- Companies
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- Admin
- Account Options
- Pricing settings
- PDF and Email Template system preferences
- Locations
- Brand Customisation
- Product Categories
- Product Groups
- Enable Time Billing
- Customising Assets
- Custom Fields
- Delivery Resources
- Delivery Options
- Reporting Preferences
- Sales & purchase settings
- Calendar Settings
- Messaging settings
- Repeated Invoice frequency
- Company Settings
- Credit Settings
- Sales Regions
- Asset Settings
- Ticket settings
- Relationships
- Proposal-based Quotes
- Customising Training
- Prefix/Sequences settings (Record Numbering)
- Creating SMS Templates
- Invoice Settings
- Creating Email Templates
- Creating Letter Templates
- Using Letter Templates
- Using SMS Templates
- Using Email Templates
- Setting up Teams
- System security
- Users
- Activate a new User account
- Log into a User account
- Managing Connections
- Calculating Landed Costs
- Resources
- Payment Methods
- Payment Terms
- Couriers
- PDF Templates
- Service Reports
- Quote Form Templates
- System Quote Preferences
- Credit Control
- Setting up Teams
- Regional Settings
Credit Settings
From Admin > General > Credit Settings you can turn on the setting for Credit Control Required.
Once this feature has been enabled, warnings will display on Sales Orders and Invoices for the customer advising if the customer is:
- Over their credit limit.
- Outside their payment terms.
- On credit stop – a system warning will also appear if users try to generate shipments from an order where the customer is on credit stop.
Note that if a customer is on Credit Stop but the invoice for an order has been paid, the system will allow for that particular order to be shipped.
For more information about how credit control works in CRM, click here.
When working with these settings, make sure you click on Save at the top of the page to apply your changes.
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