How to enable Credit Limit for Business Customers?

What is a credit limit?

A credit limit is the maximum amount of money you can charge on a revolving credit account such as line of credit. As you create a booking for a business customer, the amount of each invoice(use & pay bookings) is subtracted from the business customer’s credit limit. If the limit is exceeded, the system alerts you and will not let you confirm a booking for that customer unless the following is done: 

  1. Speak with the customer and increase the credit limit (OR)
  2.   Customer pays the outstanding invoices.

Step 1: To enable this for your business customers, select Customers and click on Business.

click-business-under-customers


Step 2: Click on the business customer whose credit limit you wish to enable.

select-customer-to-ammend-credit-limit-coastr

Step 3: Scroll down on the ‘Customer Information’ section and you'll see the 'Credit Limit' toggle. Click on the toggle to turn it on, enter a value you wish to add and then click on the Save button. 

scroll-down-to-find-enable-credit-limit


enter-credit-limit-and-click-save-coastr
You should have now completed enabling credit limit for business customer successfully. 
If you've any questions or issues, please email support@coastr.com, we're happy to help. If you found this article useful then please vote below, it helps us massively. Thank you!