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Satago Customer Support
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      • What is the Credit Limit Breaches report?
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What is the Credit Limit Breaches report?
Updated Dec 16, 2024

    What is the Credit Limit Breaches report?

    This page details any customers whose invoices are either over the recommended credit limit or the custom credit limit set under the customer record

    You can toggle between Recommended limit breaches or Custom limit breaches using the tabs displayed

    The system by default will notify users if a customer has breached their credit limit - the notification can be switched off under the Notification settings area.

    Credit Limit settings for each customer can be changed from the Options tab on the customer record

    By default all customer records will be set to use the Recommended Credit Limit

    If you select Use Custom from the drop down menu, you will be asked to enter the preferred custom limit for this customer

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