Customer Credit Limit-With E-Mail Notificationby GYB IT SOLUTIONS
Customer Credit Limit-With E-Mail Notification
With this module, you can set customer credit limit.
You need to set a credit limit for any particular customer.
So if any customer crosses its credit limit,
an auto-generated email will be sent to Accounting & Finance - Billing Manager along with that invoice reference.
Set Credit Limit for customers.
Warning message to user on crossing credit limit.
Auto-generated email to Accounting & Finance - Billing Manager on customer crossing credit limit.
Accounting & Finance - Billing Manager can be able to allow over credit limit.
Configurations For Users
Configurations For Get E-mail Notification
Note: Need to active developer mode for going to related partner from users and also need to configuration of outgoing E-mail server.
Set Credit Limit:
Calculations of Credit Limit
Exceeded Credit Limit Popup
if customer total amounts of open invoices and current invoice total can be exceed the credit limit, then warning should be raised.
Notify the Accounting & Finance - Billing Manager
then, need to checked the allow to validate field in Customer Invoices > Other info Tab
As per our case:
Credit limit For Agrolait customer = 50000
Total amounts of the open invoices and current invoice total = 29285 + 21000 = 50285, will be greater then the customer credit limit.
So, that time user want to validate the invoice after crossing the credit limit need to set true the allow to validate field of invoice.
Allow to Validate
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