In HirePOS, managing customer credit limits is essential for determining payment terms and credit restrictions for customers. This guide provides step-by-step instructions on how to edit customer credit limits, set credit limit warnings, default new customers to cash, and manage stop credit status.

To edit a customer's credit limit:

1. Go to Setup > Customers and search for the customer you want to edit.

2. Click on the customer to access their details.

3. Under the customer details page, navigate to the Account / Payment Terms subheading.

4. Set the Credit Limit field to 0 for Cash customers.

5. Leave the Credit Limit blank for Account Customers with no limit.

6. Enter a specific amount for Account Customers with a defined credit limit.

When a customer exceeds their credit limit, a warning will be displayed in both the Sales/Hire > Customer Overview and the Invoice screen to alert users of the situation.

To default all new customers as cash customers with a $0.00 credit limit:

1. From the main menu, go to Setup > Preferences.

2. Select the Miscellaneous menu option.

3. Check the Default New Customers to Cash Customers checkbox.

4. Click Save Changes to apply the new default setting.

The Stop Credit feature allows you to restrict the creation of any new sales records (quotes, bookings, invoices etc) for a customer while still allowing payments to be processed.

This can be used in blacklist situations such as when you wish to prevent extending any new service or sales to the customer until they have paid their bill. You will see an icon or banner on relevant pages in HirePOS indicating a customer that is on Stop credit.

To activate Stop Credit:

1. In the Customer setup details screen, check the red Stop Credit! checkbox in the Account / Payments Terms section.

In the Setup > Customers list screen, you can easily identify Stop Credit customers by sorting the Credit Limit column. Additionally, in the Payments > Payments Outstanding screen, you can use the Stop Credit Only filter in the Filters section to view only customers with Stop Credit status.

By following these guidelines, you can effectively manage customer credit limits, set warnings, default new customers to cash, and control Stop Credit status in HirePOS.