Using Spire's Credit Management Features
BRRRRING!!!! Incoming CTA (Challenge the Academy) Request.
One of our dear customers is challenging us to crush the chaos created by slow-pay and no-pay customers.
She has a large customer base and she allows many customers to charge on account.
She wants the system to seamless allow staff to process customer sales without having to verify credit each time.
She also needs to prevent staff from allowing charges to go on account for those few customers who have a problemed credit history.
How can Spire help?
So, let's dive in. Anytime you want to remove account charging privileges from a customer in Spire, you can:
Go into the customer's master data record,
Select the Billing tab
Choose the NO CREDIT item in the Limit drop-down in the Credit Limit area of the screen.
Using the Limit dropdown, you can choose, No Credit, Limited Credit, or Unlimited Credit. Obviously, in this case we want No Credit.
If you want to see me walk through this scenario, plus see the bonus information on how to use Spire's Group Edit feature to adjust large numbers of customers in one quick action, check out our video called:
Chaos Academy by Flourish - How to Prevent Customers from Charging on Account