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How can I set up an email alert when a client exceed its credit limit?

Forum|Forum|2 years ago
March 21, 2024
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QuickBooks Online

Best answer by 4Gal

If you run a retail/wholesale business, consider having a 3rd party inventory management app with the Credit Limit feature to integrate with QBO. You can choose what you want to do when the outstanding receivables exceed the credit limit. i.e Restrict creating or updating invoices OR Show a warning and allow users to proceed. If you want to consider sales order amount in a customers credit limit, you can select the "Include sales orders" amount in limiting the credit given to customers option.

4

4GalAnswer

If you run a retail/wholesale business, consider having a 3rd party inventory management app with the Credit Limit feature to integrate with QBO. You can choose what you want to do when the outstanding receivables exceed the credit limit. i.e Restrict creating or updating invoices OR Show a warning and allow users to proceed. If you want to consider sales order amount in a customers credit limit, you can select the "Include sales orders" amount in limiting the credit given to customers option.

S

SheandL

Currently, the ability to add email alerts when your client exceeds their credit limit isn't available in QuickBooks Online (QBO), Cristina.

As a workaround, you can consider manually entering their credit limit in the Notes field. I'll gladly walk you through how.

Go to Sales and select Customers.
Locate and choose a customer from your list.
Click Edit.
Under the Notes and attachments, enter their credit limit.
Click Save.

Additionally, you can follow 4Gal's suggestion about using and downloading third-party applications to help simplify your workflow. To download one, here are the steps you can follow.

Go to Apps.
Click Find apps.
On the search field provided, you can type and browse apps.

If you want to learn how to record payments into your credit card in QBO, you can refer to this article for more information: Record your payments to credit cards in QuickBooks Online.

Feel free to leave a comment below by hitting the reply button if you have other questions regarding the credit card limit in QBO. The Community space is always here to help you.