In this article, you will learn
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About credit limit
You can set credit limits for each of your customers so that you can provide them services by generating invoice. For every customer, Denim's credit team approves the credit limit for the customers, and you can always increase of decrease the credit limits, as required.
Make sure that you set the credit limits for the business cycle and not for a single invoice.
For the factored jobs, Denim makes advance payment for such jobs. These payments are adjusted with the credit limit of the customers in that job.
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Locate the target customer
Click on Customers in the navigation.
The list of customers opens.
Locate the target customer to increase its credit limit. Use the Search field or the Filters to find a specific customer. (Please see See and use list of customers for more details on using filters and search.)
When you find the target customer, click on its name. The customer details dialog opens, as below.
Click on the Request Credit Limit Increase button.
The Request Credit Limit Increase modal opens for this customer. You can see that their current limit is $0 and of course their used credit is also $0.
In New Limit Request, enter the new limit for this customer.
Click on Save Changes.
The customer's credit limit increase request is sent to Denim, for approval. You can see the request details, and the status in the Request Center. (Please see Request Center overview for more details.)