How to find a customer on credit and what to do
- Hannah Cohen |
- 12 steps |
- 2 minutes
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When a customer is on credit that means they hold a credit line of a certain amount on their profile. They do not pay when they pick up their order and will be billed an invoice that they will send to accounting. This Bill must be paid within their agreed time.
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Click "Sales"
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Click "Customers"
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Click "Customers on credit by sales team"
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You can search up the name of the customer or find them through which Sales Team they are assigned
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Select which customer
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Sales & Purchases tells you their credit limit
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This customer has a $4,000 credit limit
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Invoicing tells you the payment terms. This customer has to pay on the 10th of next month. Example, product taken on 9/10 won't be due until 10/10. The invoice date is really important, do not go off when the SO was created.
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To find if they are on credit from a Sales Order, click on customer
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It should send you to the exact same screen
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If they are on credit and once they have the product, push the order through until the invoice is "Ready for Payment". Then email the invoice to the customer and log a note that it's been sent.
