If you use NetSuite, Kolleno can keep each customer's credit limit in sync with NetSuite — so the figure your finance team maintains in NetSuite is reflected automatically in Kolleno.
How the sync works
Kolleno reads each customer's credit limit from their NetSuite record and keeps the Credit limit amount in Kolleno updated automatically on every sync. NetSuite stays the source of truth.
What you'll see in Kolleno
Credit limit amount – the most this customer is allowed to owe. When the sync is on, this is kept up to date from NetSuite.
Credit limit alert % – the utilisation level at which Kolleno flags the customer (e.g. 90%). This is a Kolleno-side setting and isn't synced from NetSuite.
Because the credit limit is pulled from NetSuite, treat NetSuite as the source of truth — a manual change to the amount in Kolleno will be overwritten on the next sync.
How to request the sync
NetSuite credit limit sync isn't enabled by default. To set it up, contact Kolleno support with the NetSuite field internal ID of the credit limit field on your customer record. Here's how to find it: Find a NetSuite field internal ID.
Once we have this, our team will enable the sync for your account.