Organization Management: Credit Limit
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Table of Contents
In case your customer is running out of credit and cannot arrange the payment in time, you can set the credit limit for them.
- For PREPAID account
- Credit limit enables the account to work when the credit balance goes negative. When you receive the payment, please add the payment in to clear the debt.
- Credit limit can be temporary or permanent.
- Credit limit is applied to ALL transactions and accumulates over time.
- For POSTPAID account
- Credit limit is required.
- Credit limit is applied on the Unbilled amount and is Reset every month.
Guidelines to determine the credit limit
Payment scheme | Sending out invoice | Type of invoices to be sent | Un-billed amount | Estimated credit limit |
---|---|---|---|---|
PREPAID | N/A | N/A | N/A | - An amount to cover transactions in a period (Temporary credit limit). - Large credit limit until the users top up their account (Permanent credit limit) |
POSTPAID | Yes |
- Individual invoice (subscription, add-on, service and hardware) - Monthly tax invoice (usage) |
Usage charge (call, SMS, fax, Number activation fee) | Usage charge |
Yes | - 1 consolidated monthly invoice (All transactions are composed in the monthly tax invoice) | All transactions | Subscription + hardware/service + usage | |
No | No | All transactions | Subscription + hardware/service + usage |
Check Credit Limit
View the column Credit limit to know the amount of credit configured for the customer.
![](https://d2x3xhvgiqkx42.cloudfront.net/c94ab348-5fb1-4c1d-89b1-fa79e3e916d0/81ec6e6f-2b1b-45dc-9193-b23c4a10d966/2021/05/21/9fcbbaa9-64a4-4ce9-8fbe-6544c24c2433/5e680b68-f894-480d-a548-3093cb9c5dcd.png)
Change credit limit
- Go to the Finance app
- Choose the Organization Management tab
- Search Organization by:
- Name
- UUID
- Wallet ID
- Select Set credit limit
- Input an amount for the Credit limit
- Temporary increase days (optional for Prepaid account) - The credit limit will expire after temporary increase days.
- Save Changes
![](https://d2x3xhvgiqkx42.cloudfront.net/c94ab348-5fb1-4c1d-89b1-fa79e3e916d0/81ec6e6f-2b1b-45dc-9193-b23c4a10d966/2021/10/15/37ea839f-b5b3-40e4-bd66-7ed079eabe23/023c4982-878e-4314-bcb3-1826529a1a7d.gif)