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Place an account On Stop if they are over their credit limit

This article outlines the settings required to place an account automatically On Stop if they exceed their credit limit

Noel Collings avatar
Written by Noel Collings
Updated over 3 months ago

Overview

If an account exceeds it's credit limit (either as set in Weighsoft or as pulled through from your accounts package) the system can be setup to automatically put that account On Stop.


Pre-Requisites

The account must first have a credit limit set.

For details on how to do this refer to the Set or Amend a Credit Limit knowledge article


Settings

  1. Navigate to Administration>Settings>Finance.

  2. Select Credit Control at the top of the screen

  3. Scroll down to the On Stop Conditions section.

  4. Enable the setting labelled "Auto-set On Stop When Credit Limit Exceeded"

  5. Click on Save


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