Skip to main content

Customer Group Credit Limit and View Credit Utilization

Pause chasing or manage credit limits for customer groups directly from the Customers list.

Kolleno Support avatar
Written by Kolleno Support
Updated over 2 weeks ago

Setting a Credit Limit for a Customer Group

  1. Go to the Customers list.

  2. Find any customer in the group you want to update.

  3. Click on the chain icon next to the customer's name. This opens the customer group.

  4. At the top of the group page, set the Customer Group Credit Limit and Credit utilization alert.

This limit applies to the total balance across all customers in the group.

Once a credit limit is set, the system automatically calculates credit utilization as a percentage.

How to View Groups by Credit Limit or Utilization

Use the following filters in the Customers list:

  • Cust. Group credit limit: Shows groups that have a credit limit set.

  • Cust. Group credit Limit Utilization Percentage: Helps you see how much of the credit limit has been used.

Did this answer your question?