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: