Why am I seeing a message saying Customer Over Credit Limit?

Why am I seeing a message saying Customer Over Credit Limit?

Question/Problem 
When creating sales orders for an account customer, the system displays a pop saying the Customer is over their Credit Limit. How can this be stopped?

Resolution/Solution 

The warning itself is hard coded and can't be changed however the best solution would be to review your customers' credit limits to ensure they are sufficient to prevent the warning from appearing. This can be done via the Financial tab within the Company rRcord.

Notes/Caveats 

Default credit limits can be set against company classes in system data, but be aware they will not apply retrospectively to existing customers.


    • Related Articles

    • View Customer Credit Limits

      Question/Problem How can we view customers credit limits? Resolution/Solution It is possible to view your account customers' credit limits in the Accounts - Debt Management screen, but note that this will only include customers who currently have an ...

    • Placing a Customer on Credit Stop

      Overview This video will show you how to place a customer on credit stop. Step by Step instructions can be found below the video. Steps METHOD ONE 1. In Accounts, open Debt Management. 2. Green-Select the customer you wish to place on Credit Stop. 3. ...

    • Error - List of Xero Error Messages

      This page contains a list of Xero error messages and links to the pages that describe the error and how it is dealt with. Account Numbers/Codes A Validation Exception Occurred - The Account Number Already Exists Error message "A validation exception ...

    • Create an Ad Hoc Credit

      Overview If you need to create an ad-hoc credit for a customer, this video explains how you can do this: A step by step guide can be found below the video. Steps Create a New Sales Order. Select the customer from the lookup. Change the Sales Order ...

    • Xero API Limit

      Overview Our Accounts integrations with Xero has certain limitations on the API. Many of these limitations are imposed on us by Xero. Notes/Caveats The Xero API has a call limit of 5000 per day with no more than 60 in any one minute. Each invoice ...