{"id":18813,"date":"2022-11-08T19:01:14","date_gmt":"2022-11-09T00:01:14","guid":{"rendered":"https:\/\/www.collabox.com\/2022\/11\/10\/credit-limit\/"},"modified":"2024-07-15T12:58:59","modified_gmt":"2024-07-15T16:58:59","slug":"credit-limit","status":"publish","type":"post","link":"https:\/\/doc.collabox.com\/en\/2022\/11\/08\/credit-limit\/","title":{"rendered":"Credit limit"},"content":{"rendered":"\n<p>Since we don&#8217;t live in a perfect world, sometimes customers are slow to pay us. In order to avoid overflow, Collabox has created a customizable credit limit system that alerts you to a payment problem.  <\/p>\n\n<h3 class=\"wp-block-heading\">Setting up the credit limit<\/h3>\n\n<p>When you create a new customer or need to change credit information, go to the desired customer record. Among the fields that are displayed is a series of three fields dedicated to credit. Add a limit amount tolerable for you, as well as a maximum number of days for payment. Here is an example of $5,000 and 90 days.<\/p>\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"737\" height=\"118\" src=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-53.png\" alt=\"Example of the customer file where we can see the three fields related to the credit limit.\" class=\"wp-image-18777\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-53.png 737w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-53-300x48.png 300w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-53-610x98.png 610w\" sizes=\"auto, (max-width: 737px) 100vw, 737px\" \/><\/figure>\n\n<p>The addition of this information indicates that above $5,000 in credit, your company stops working for this customer until paid by the customer.  <\/p>\n\n<p>During this downtime, it is suggested that you check the &#8220;suspended credit&#8221; box.<\/p>\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"722\" height=\"49\" src=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-51.png\" alt=\"In the customer file, an example of the &quot;suspended credit&quot; box checked.\" class=\"wp-image-18773\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-51.png 722w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-51-300x20.png 300w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-51-610x41.png 610w\" sizes=\"auto, (max-width: 722px) 100vw, 722px\" \/><\/figure>\n\n<p>Continue to prepare your bids for this client as needed. The suspension of credit does not prevent you from preparing new service offers, but they will remain &#8220;on tender&#8221;. The production can be resumed when the box is unchecked, therefore when the customer has paid his due.<\/p>\n\n<p>Watch several <a href=\"https:\/\/www.youtube.com\/channel\/UCXyKhYCkb1t6YftNaeb3l9A\">videos on our Youtube channel<\/a> and visit our Tips and Tricks section in the <a href=\"\/category\/tips-and-tricks\/?lang=en\">Documentary Blog<\/a> to continue using the Collabox!<\/p>\n\n<p>If you have any questions, please contact us and we will be happy to answer you.  <\/p>\n\n<p>info@collabox.com (418) 907-9274 ext. 120<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Since we don&#8217;t live in a perfect world, sometimes customers are slow to pay us. In order to avoid overflow, Collabox has created a customizable credit limit system that alerts&#8230;<\/p>\n","protected":false},"author":1,"featured_media":28107,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[210],"tags":[],"class_list":{"0":"post-18813","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-accounting"},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.6 (Yoast SEO v26.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Credit limit - Collabox 2026 - ERP management software \u00c3\u00a0 la carte<\/title>\n<meta name=\"description\" content=\"Manage your customers&#039; credit limits to avoid overruns and large unforeseen events. 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