Zigaflow allows you to set a credit limit by customer and will warn your team when this has been exceeded.
Zigaflow calculates whether the credit limit has been exceeded by:
Credit Limit - (Unpaid Invoices) + Outstanding Credit Notes - (Jobs not in invoiced status)
This means that when you create an invoice from a job, you should move the job to the invoiced status. You can set Zigaflow to do this automatically using an automation.
The 'Invoiced' status in jobs is identified here:
Setting the Limit
CRM-> Edit the client -> Enter the 'Credit Limit'.
If the limit is set to 0, no limit is imposed. Credit checking only occurs when a non-zero value is used.
If this field is not visible, click the 'Screen Options' button at the top right to display it.
Getting the Credit Calculation Breakdown
On each customer with a limit set, you can click on the 'Credit Breakdown' tab. There is a summary and a breakdown of all the contributing invoices, credit notes and orders.
Limit Exceed Warnings
Zigaflow notifies you that the limit has been exceeded on the CRM edit screen:
The customers list screen:
And on the quotes, jobs, and delivery notes screens:
