ERPNext CRM
What is Customer Credit Limit in ERPNext?
- Customer Credit Limit in ERPNext
- Customer Credit Limit in ERPNext sets the maximum outstanding amount allowed for a customer before new transactions are blocked or warned.
What is Credit Limit?
A credit limit is the maximum balance a customer can carry (unpaid invoices + active orders) before ERPNext restricts further sales to them.
Configuration
Set the credit limit on the Customer master under the "Credit Limit" field. You can also set it per company for multi-company setups. Configure whether to "Block" or just "Warn" on limit breach.
Override
Users with the "Bypass Credit Limit" permission can override the block for trusted customers, creating an audit trail of the override reason.
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