How to Automatically Block Customers Who Have Exceeded Their Credit Limit

Automatically blocking customers who have exceeded their credit limit ensures that no documents are created or posted for them until the balance owed goes below the credit limit set. Here’s how to set up automatic customer blocking:

  1. In the top right corner, choose the icon, enter Sales & receivables Setup, and select the related link.

  2. Select the Block Cust. With Overdue Cred. Limit slider on the Sales & Receivables Setup page to enable the automatic blocking of customers who have exceeded their credit limit.

  3. On the Customer Cards, ensure that the Credit Limit is set, and select All in the Blocked field to ensure that no transactions will take place for the customer if the credit limit is exceeded.

  4. In User Management page, you can control which users can change credit limits and unblock customers. For more information, click here.

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