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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almed batlex
commented
The request to show a client’s credit limit and usage on invoice and statement email templates would greatly improve transparency and financial management, allowing both the business and the client to quickly see approved limits and remaining credit directly in communications. Incorporating this feature, as shown in the attached example, ensures clarity and reduces confusion, much like how https://funcolorprints.com/hello-kitty-coloring-pages/ provides a clear, easy-to-access way for fans to enjoy and engage with their favorite Hello Kitty designs.
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Michael Moore
commented
Another vote for this please.
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Sophie Childs
commented
We would massively benefit from this! Thank you :)
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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.