Deciding how much credit a customer gets is easy. Remembering it at the counter, three months later, while they are waiting, is not.
Bad debts rarely start with a decision. They accumulate: a regular takes goods on credit, pays some of it, takes more, and nobody totals the position until the number is large enough to hurt.
A limit on the party turns that into a moment of choice. The warning appears while the bill is being raised — you can still sell to them, but you are doing it knowingly rather than because nobody checked.
On the party, at what you are comfortable carrying.
On credit where that is the arrangement.
When the balance is already past the limit.
Sell, hold, or collect first.
The customer before and between the bills: the inquiry that came in, the lead someone is chasing, the appointment that was booked, and the credit you are prepared to extend. Everything attaches to a party, so a customer’s history is one thread rather than several.
This area earns its keep in the gaps — the follow-up nobody remembered, the appointment nobody confirmed, the limit nobody checked before billing.
per year
All plans
The balance it watches and the terms behind it.
Party-wise outstanding · Receivable ageing · Party-wise ledger
Every feature, by plan →No. It warns, and the decision stays with the person at the counter.
From the party’s ledger — every bill and payment already recorded against them.
Yes, which is where credit is usually extended without much thought.
Bad debts are rarely decided — they accumulate while nobody is totalling.
