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Identifying customer credit limit

CaroleG

Hi All

Is it possible to get a report like the reconciliation summary which shows our customers credit limits??

I have had a look and can't see anything like it. Customer Analysis shows sales but is not debtors.

If not is it possible to get a custom report made??

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Accepted answers

Princess_R

Hi @CaroleG,

Currently, there is no option to generate a report that shows the credit limit in relation to money owed, similar to the reconciliation summary. However, you can post this as a feature suggestion on our Ideas board. This allows other users to vote on it and helps our developers consider it for future updates.

Cheers,

Princess

All comments

CaroleG

Hi Adrian

Thank you but that is not what I am after. Our sales team would like to be able to see the credit limit in relation to money owed. Is there any way I can get a report or have a custom report generated that will show the credit limit on a report like the reconciliation summary.

Kind regards

Carole

SupportNoteGuy

Hi @CaroleG - thanks for the question.

The Cards List (Detail) report includes credit limit info for your customers. Otherwise, you can export your customers' details (maybe just their name) - and ensure you include the Credit Limit field in the export.

You can then open the export file in Excel.

Take a look at these topics for more details about exporting customer details and opening the export file in Excel.

I hope this helps!

Adrian