Credit Check
When creating a new Order, OnRent Go automatically performs a credit check based on the selected account's credit limit. This gives your team visibility into potential credit risks without blocking the Order process.
⚠️ The credit check is a warning only. It does not prevent Order creation. Your team can always choose to proceed at their discretion.
Setting Up Credit Limits
How credit limits are managed depends on which accounting integration you use:
Integration | How the credit limit is set |
Exact / Sage | Automatically synced from your accounting system |
Xero / QuickBooks | Must be added manually to the customer account |
To add a credit limit manually:
Go to Accounts and open the relevant account
Click Edit
Select Additional Information
Enter an amount in the Credit Limit field and save
⭐ Note: Invoice payment status is not currently synced from accounting systems. This will be available as a future feature. In the meantime, accounts can be placed On Hold or On Stop manually if credit limits are exceeded.
When Does the Credit Check Run?
The credit check is triggered at three points during the Order process.
1. Account Selection
When you select an account on a new Order, the system checks the account's credit position:
If the credit limit is set to zero, no credit check is performed
If the credit limit is greater than zero, the system compares the Total Balance (sum of all outstanding invoices) against the credit limit
If the Total Balance exceeds the limit, a warning is displayed: "The customer's credit limit has been exceeded by [amount]"
2. Adding Items to the Order
As each product is added, the system checks whether:
Total Balance + Item Price exceeds the Credit Limit
If it does, a warning appears and the user must confirm to proceed.
The warning remains visible at the top of the Order Item overview screen for as long as it is applicable, and the amount updates as further items are added.
3. Converting a Quote or Provisional Order
The credit check also runs when converting a Quote or Provisional Order to a confirmed Order. If the credit limit is exceeded at the point of conversion, the user receives a warning before proceeding.
Audit and Accountability
All credit check warnings and user actions, including decisions to proceed despite a warning, are recorded in the Action Log for audit and tracking purposes.
Summary
The credit check gives your team the information they need to make informed decisions at each stage of the Order process, from account selection through to conversion. Warnings are clear, the amounts are specific, and every decision is logged, so your business has full visibility without adding unnecessary friction to your workflow.
💬 Need help? Click the blue help bubble in the bottom right corner of your screen to start a conversation with our support team.