Sengerio SUPPORT | Set the credit limit for a customer

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Base functionality

Agenda and Scheduler

Business partners

Manage the preferences for business partners

Deactivate or reactivate a business partner

Insert a note in the business partner

Manage the contacts of a business partner

Create a business partner

Set the credit limit for a customer

List of business partners

Import your business partners in Sengerio

How to connect with a Business Partner

Manage the business relationship with a business partner

Manage your list of connections

Human resources

Sengerio integrations

Print

Set the credit limit for a customer

You can set the credit limit for a customer in the Business relationship tab in the data of that same customer.

Once the credit limit is entered and saved, a notification will be shown if a customer is over over the credit limit for a quotation, booking or invoice.

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Sengerio SUPPORT | 2024