You can edit a contact and enter a dollar amount into the Account Limit to set a limit for the Current Balance a customer can have in their house account.
Each time a staff member attempts to use the Save to Account function when completing a new invoice, we will check the customer's Current Balance and add the Total of the current invoice. If that sum exceeds, the Account Limit, we will stop the staff member from using the Save to Account function and require immediate payment of that invoice.
Note: We can set a default limit for your marina so every time you make a new contact, that limit automatically appears. Just reply to this email to have that setup.