In case you have customers who are poor payers, you can set a credit limit in the CRM of Akti for these customers. As soon as the total amount (including VAT) of their overdue invoices exceeds this limit, you will get a warning in Akti when you want to create a new quote or order form for this customer.
This warning does not block the creation of an order form. The warning is purely informative.Follow the next steps to set a credit limit.
1. Go to the Accounts & contacts submenu of the CRM module and click on Accounts.
2. Find the account for which you want to set a credit limit and click on this account.
3. Click on the Financial tab to set a credit limit.
From the moment the customer exceeds this limit in overdue invoices, you get a message when you try to create a new purchase order for this customer.