When creating a new order, OnRent Go automatically performs a credit check based on the selected account’s credit limit. This ensures visibility into potential credit risks while allowing flexibility in order processing.
Credit Limit Synchronization
When integrated with Exact or Sage, the credit limit is automatically synced from the accounting system.
When integrated with Xero or QuickBooks, the credit limit must be added manually to the customer account.
How to set up the Credit limit:
Go to accounts
Edit
Click on additional information
Credit limit and add an amount
Invoice Payment Status
The invoice payment status is not currently synced from the accounting system.
This will be available as a future feature.
Additional Notes
Users may choose to place an account On Hold / On Stop manually if credit limits are exceeded.
All credit check warnings and user actions are logged in the Action Log for audit and tracking purposes.
When Does the Credit Check Occur?
The credit check is triggered at multiple stages during the order creation process:
1. Account Selection (Header Level)
If the credit limit of the selected account is zero (0), no credit check is performed.
If the credit limit is greater than zero, the system checks whether the Total Balance (sum of all outstanding invoices) exceeds the credit limit.
If it does exceed, a warning message is displayed:
“The customer's credit limit has been exceeded by x-amount”If it does not exceed, the system proceeds to item-level checks.
Creating an order will give you an alert to notify you if the credit limit has been exceeded.
2. Item Entry (Line Level)
As each product is added to the order, the system checks whether:
Total Balance + Item Price > Credit Limit
If the limit is exceeded:
A warning message is shown and the user needs to Confirm to proceed.
The warning message will stay in the top of the order item overview screen as long as it's applicable.
The amount in the message will change when adding order items
3. Quote or Provisional Conversion
When converting a Quote or Provisional Order to a full order, the credit check is also triggered.
If the credit limit is exceeded, the user receives a warning message.
Important: The credit check does not block order creation. It serves as a warning only. Users can proceed with the order at their discretion.