What are credit accounts

Credit Accounts will generally be applied to Charge To Customers accounts and will give that customer a credit limit. All jobs where Credit Account customers are paying will show the “Invoice Account” message.

Credit limits is a great tool for credit control as it will notify staff when a customer has gone above their credit limit, and allow staff to put that customer on hold to prevent debt from growing.

Creating credit accounts

See customers for instructions.

Amending credit accounts

See customers for instructions.

Merging credit accounts

See customers for instructions.

Setting credit limits

1. From the top menu bar click “Accounts” (if you cannot see this option you may not have sufficient access levels)
2. Click the magnifying glass and open the desired customer
3. Click the pencil icon next to “Customer address”
4. In the “Credit Limit” field type in the desired amount
5. Click “Update”

Over Limit

If a Charge To customer has gone above their credit limit a “over limit” message will be shown on all jobs. Staff will be able to continue to carry out all normal functions.

On Stop

When applying the On Stop feature, the following will happen to all jobs where the customer is the Charge To customer:

• Remove the ability for staff to book in engineer visits
• Show an “On Stop” message on jobs
• Display an “On Stop” error when trying to create a new repair

To apply this feature:

1. From the top menu bar click “Accounts” (if you cannot see this option you may not have sufficient access levels)
2. Click the magnifying glass and open the desired customer
3. Click the pencil icon next to “Customer address”
4. Tick the “On Stop” box
5. Click “Update”

VAT Exempt

When applying the VAT Exempt feature, the following will happen to all jobs where the customer is the Charge To customer:

• Show a “VAT Exempt” message on all jobs
• Produce non-VAT invoices

To apply this feature:

1. From the top menu bar click “Accounts” (if you cannot see this option you may not have sufficient access levels)
2. Click the magnifying glass and open the desired customer
3. Click the pencil icon next to “Customer address”
4. Tick the “VAT Exempt” box
5. Click “Update”