When viewing an order for an account, the open balance is automatically calculated. If it exceeds the credit message, a banner will appear at the top of the screen.

This banner doesn’t block any actions; it simply reminds users of their account’s credit limit. You can set the credit limit to $0 to disable this messaging. 

 Credit limits can only be assigned by editing an account and cannot be updated through batch actions.

To enable this feature:

  • Click on the Accounts tab at the top of the screen
  • Select the account you want to set the credit limit for
  • Once you've selected the account, on the left-hand side of the screen, click "edit account"
  • Scroll down to the Invoicing /Delivery section and set the credit limit. If the limit is set to zero, this will disable any limit messages
  • Click the blue 'Save' button at the bottom of the screen to complete this action