Orders & Payments
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 ...
Client Query - Supplier Set with Wrong Currency and Invoice Received
Problem/Question I have set up one of my suppliers with the wrong currency, and I have delivered a purchase order and it is ready to invoice. How do I delete it so that I can change the currency on the Company and re-input and process the Purchase ...
Assigning a Credit Controller to a Customer or Supplier
Overview The credit controller is the member of your staff responsible for managing the debts of your business. They are accountable for recovering any unpaid money that is owed to your organisation from other businesses or individuals. There are ...
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 ...
Supplier Terms - Monthly
Overview If your terms to pay suppliers are monthly – i.e. an invoice received is dated in March and you are due to pay this at the end of April. Usage This can be done on a individual basis for each supplier or within Company Classes to affect all ...