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.
Parent Topic: Standard Notifications