• "How do I limit how much a customer can charge to their house account?"
  • "What happens when a customer’s house account exceeds the limit?"

Resolution Steps

  1. Navigate to Contact & Vessels > Contacts > click on the pencil under the contact name.
  2. Locate the field labeled Account Limit.
  3. Enter a dollar amount to define the maximum balance the customer can carry.
  4. Save the contact record with the new limit.
  5. Going forward, when staff attempts to use Save to Accountwhile invoicing:
    • The system will check the customer’s current balance.
    • It adds the total of the new invoice to that balance.
    • If the sum exceeds the set Account Limit, the Save to Account function will be blocked.
    • In that case, the invoice must be paid immediately instead of being added to the account. (Staff cannot put that amount on the house account beyond the limit.)

 

Verification: Create an invoice under that customer's account and try to save to account to see if it will save.