CreditLimit

This notification is used to inform users when a customer’s open accounts receivable reaches a set percentage of their credit limit.

It is triggered when:

  • The total sum of unpaid invoices for a customer is within the specified percentage value of their credit limit.

This notification in turn triggers the Credit Control To-Do.

Recipient

The Credit Limit To-Do is received by the following users:

  • The employee assigned as credit controller for the customer.

Workspace

The Credit Limit To-Do directs the recipient/s to the Credit Control workspace.