Invoicing - Show credit limit on invoice and statement email templates
The ability to add the clients credit limit that they have been approved for, as well as how much of the credit limit that they have used on the invoice email template as well as the statement email template. See attachment for example.
Carmen van Aarde
shared this idea
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Melissa Joneshart
commented
Would be ideal for some customers and not for others - Would be a great feature that could be chosen on either:
1. ALL CONTACTS
2. No Contacts
3. SPECIFIED Contacts - WOULD BE IDEAL!
Great suggestion Carmen!- Also what would be handy for our organisation is to be able to switch Credit limit Off for a particular invoice if possible. - We have a general credit limit, but every so often we may have a customer that will purchase one off large orders (which we request 50% deposits for) rather than take the credit limit off altogether to allow the invoice to be sent an option for special allowances above credit limits would be useful from time to time. Even if the Accounts manager or Principal presses the GO GO button. :)
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Sofia Cummins
commented
I sincerely like the idea, this will help with the cash flow.