FrontAccounting forum — Automate Customer Credit Status

Re: Automate Customer Credit Status

null@example.com (apmuthu) — Sat, 14 Jun 2025 18:10:18 +0000

Search for the code where the amount comes in as red and prevent it from making an invoice there.

The Credit Limit is set in the table #_debtors_master.credit_limit and the credit_status field therein shows the ID of the record where #_credit_status.disallow_invoices field has the binary switch.
There is a similar field as #_suppliers.credit_limit too.

Re: Automate Customer Credit Status

null@example.com (popsicles12) — Sun, 08 Jun 2025 13:32:05 +0000

Thanks @apmuthu for your continued support.
Is it not possible for the system not to issue invoice when the value on invoice is above the limit or the out standing debt and additional invoice exceeds the limit?
This is what I expected to see when I set the customer credit limit.
Please help.

Thanks.

Re: Automate Customer Credit Status

null@example.com (apmuthu) — Sun, 08 Jun 2025 08:57:26 +0000

This is more of a soft cap for credit limit that you can exceed at will. The first time it did not show as the previous balance was under 10K you had set. This is more a server side validation for prompting (red) of the exceeded state.

Re: Automate Customer Credit Status

null@example.com (popsicles12) — Sat, 07 Jun 2025 23:11:47 +0000

Thanks @apmuthu for your response.

I don't understand what you mean. But this is what happens.
I put a customer credit limit for 150,000. I decide to raise invoices of 250,000. The invoice was raised without restriction.
What happened next was that when I tried to raise another invoice for same customer I see that the credit limit is the difference of the amount raised and the limit and it is negative and in red.
I thought it will prompt me that i have exceeded the limit for the customer.
How can this be achieved.

Thanks.

Expecting your kind response.

Re: Automate Customer Credit Status

null@example.com (apmuthu) — Sat, 07 Jun 2025 10:58:27 +0000

Check if you find something in red in such an invoice when the amount is reached.

Automate Customer Credit Status

null@example.com (popsicles12) — Fri, 06 Jun 2025 10:27:46 +0000

Hello All,

How do this feature works in FA. I have inputted an amount as Credit limit for Customers. It seems not to work as invoices are being issued even when the amount is exceeded. Where do I indicate that the system should not issue invoices when an amount is reached? Once the customer pays his outstanding, the system begins to issue invoice to such customer.

Thanks for your prompt response

Popsicles12