Overview
A credit limit can be set against an account either within Weighsoft itself, or pulled through from your account package, depending on your setup.
Controlling Setting
The credit limit being set internal or externally is controlled by a setting.
Hover on Administration
Click on Settings
Click on Finance
Click on Credit Control
Locate the option labelled "Credit Limit External"
If the option is enabled the the credit limit is pulled in from your accounts package
If the option is disable then the credit limit can be set against each account within Weighsoft
Setting the Credit Limit in your Accounts Package
If the above setting is enabled then the credit limit is pulled into Weighsoft from your accounts package as part of the regular account sync.
By default an account sync is processed every 20 minutes.
The process for setting the limit differs in each accounts package - for more information we suggest you confer with your own accounts team.
Setting the Credit Limit within Weighsoft
If the above setting is disabled then you can set and amend the credit limit directly against each account in Weighsoft
Note: There is no way to set or amend the credit limit en masse
Navigate to the account in question
Click Modify in the top-right corner
Click on the Invoice tab
Scroll down and locate the Credit Limit field
Amend the figure as required
Click on Save at the top of the screen
Additional Setting
Weighsoft contains several checks based on an accounts Credit Limit (for example to prevent job creation or putting the account On Stop).
if you wish an account to bypass these checks then follow the below steps:
Navigate to the account in question
Click Modify in the top-right corner
Click on the Invoice tab
Locate the setting labelled "Bypass Credit Limit Checks" option
If this option is enabled then the account will not subject to any options related to the credit limit.