On-line Credit Checking

When Glass Office is linked to some accounting systems, it can interrogate the real time balances and check if the customer is already over their credit limit, or if the orders on the system, or the order being placed will push them over their credit limit.

If this is the case then the job is automatically put on hold until the situation is rectified. Only certain users will have the authority to override the credit limit check.

The accounting systems we currently link to are listed here – Sales Invoice links

Please see below for the way the operator is prompted when a customer is over their credit limit,