Zigaflow allows you to set a credit limit and will warn your team when has been exceed.

Zigaflow calculates whether the credit limit has been exceeded by:

Credit Limit - (Unpaid Invoices) - (Jobs not in invoiced status)

This means that when you create an invoice from a job you should move the job to the invoiced status. You can set Zigaflow to do this automatically.

The 'Invoiced' status in jobs is identified here:

To set the limit:

CRM-> Edit the client -> Enter the 'Credit Limit'. 

If the limit is set to 0 no limit is imposed. Only when a non-zero value is used does credit checking occur.

If this field is not visible:

Configure -> CRM -> Show/Hide Company Edit Fields-> Credit Limit (set to 'Show').

Notification of Limit Breaches

Zigaflow notifies you that the limit has been breached on the CRM edit screen:

The customers list screen:

On the quotes, jobs, and delivery notes screens: