Managing Overdrawn Customers

Tutorials

Managing overdrawn accounts helps maintain the organisation's cash flow and stability.
In this context overdrawn accounts refer to customers who have exceeded their credit limits.
To use this feature, customers must be allocated Credit Limits.
If a customer's account balance exceeds their credit limit, the system should block staff from creating new orders for the customer.

These tutorials explain how to manage overdrawn accounts using statuses.

Navigation: Main Menu > Accounting > Customer Age Analysis

Navigate to the Customer Age Analysis.
Display the age analysis as of today.
Click the Overdrawn column to arrange the records and place all the overdrawn records together.
Alternatively, click the soft filter icon in the Overdrawn column and select the non-blank records (NonBlanks).

Quotations can still be issued to suspended customers. In addition, customer receipts can still be recorded.

Select all the applicable accounts (e.g. Ctrl + A select all the displayed accounts).
Click Actions (button) > Batch Update.
Select Status > Select Suspended from the adjacent dropdown list of statuses.

When suspended customers pay their accounts and are no longer overdrawn, they must be reactivated by setting their statuses to active.

Care must be taken to not reactivate accounts that were suspended for non-payment, and not because they exceeded their credit limits.

Display the age analysis as of today.
Click the Overdrawn column to arrange the records and place all the overdrawn records together.
Alternatively, click the soft filter icon in the Overdrawn column and select the blank records (Blanks).

Select all the applicable accounts (e.g. Ctrl + A select all the displayed accounts).
Click Actions (button) > Batch Update.
Select Status > Select Active from the adjacent dropdown list of statuses.