Set a credit limit per AR account and track whether customers exceed it directly from the AR Aging report.Documentation Index
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Business Value
- Strengthen credit control by tracking credit limits per corporate customer.
- Prevent overdue or excessive AR balances from going unnoticed.
- Provide finance teams with an instant view of risk exposure through AR Aging.
- Improve auditing with full history logs for all credit limit changes.
Use Cases
- Hotels that offer credit to companies or travel agents and need to monitor limits.
- Finance teams verifying customer balances before approving new invoices.
- Auditors reviewing credit control processes during monthly or annual closing.
- AR clerks identifying high-risk customers who exceeded their authorized limits.
How It Works
Add Credit Limit to AR Accounts
Where: Back Office → Accounts Receivable → AR Account → Select AR Account A new field is added:Credit Limit
- Number input field
- Help text: “Amount in base currency”
- Always editable for users with access to AR accounts
- Every update is logged in AR account history:
Credit limit changed from “X” to “Y”.If no credit limit is entered, the account has no restriction.
AR Aging Report Enhancements
Where: Reports → BO → Receivable → AR Aging
New parameter: Show Credit Limit
- No (Default)
- Yes
Credit Limit
- Displays the credit limit defined on the AR account
- Displays blank if the AR account has no credit limit set
Notes
- If the total AR balance for the account exceeds the credit limit → Notes column displays: “Exceeded Credit Limit”
