Credit Limits

Could we please have a new field in the accounting tab for customers so that we can input their specific company credit limit? Currently we are adding this in the notes field for the customer. We would be wanting this as a stepping stone to the below, so we able to manually check the customers invoices against their credit limit.

Could we then have this credit limit field pooled into a report in BBOSS so we are able to see every customers credit limit all in one place?

We would also like to be able to see the customers current amount of credit on account vs their account credit limit (or the amount of credit they have left) when creating a new Sales Order, so that we are able to catch orders before they are placed that would take a customer over their credit limit.

We have had customers go over their credit limit after they have placed orders which puts us at risk and we then have to chase them up to pay ASAP, but we really need to be able to catch this before they are going over their limit.

I’m not sure how it could work in BBOSS as we pull each invoice across into Sage and then mark it as paid within Sage when the customer pays, but it could be a fairly similar mechanic. A screen in each customers page with all of their invoices in a list and a tick box next to them to mark them as paid. When the invoice is outstanding it acts as a minus against the credit limit which has been filled in in the accounting tab (e.g. a £10k credit limit with an unpaid invoice of £3k would then pull through in a new Sales Order as £7k available for the customer to spend), but then once the invoice has been paid and ticked off it the value of the invoice is then added back on to the customers credit limit (e.g. £3k is added back to the £7k available to spend, and the customer now has £10k to spend)