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Frequent Contributor *
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Customer Credit Limit as Cumulative Jobs Credit Limit?

Hi,

 

When you have multiple jobs under a customer, is it possible to setup QBs Desktop Premier 2018 to use the customer credit limit that is set as the cumulative credit limit for all the jobs listed under the customer? and warn when reached?

 

Thanks,

Best answer 04-01-2019 06:20 AM

Accepted Solutions
QuickBooks Team

Re: Customer Credit Limit as Cumulative Jobs Credit Limit?

Hello there, AmithS.

 

QuickBooks uses the 100 in total across all jobs for the credit limit warning.

 

I've provided a screenshot below: 

 

Picture5.png

 

Please get back to me if you have  other concerns. Have a good one!

3 Comments
QuickBooks Team

Re: Customer Credit Limit as Cumulative Jobs Credit Limit?

Good day to you, @AmithS,

 

We are unable to set QuickBooks Premier 2018 to use the customer’s credit limit when creating invoices for jobs. The software will either use the limit set up in each job, or the parent customer if no limit is entered in a specific job/sub-customer.

 

Just a heads up, the warning doesn't prevent you from making invoices. You can still continue and save the transaction. QuickBooks only warns you when an invoice reached the above credit limit.

 

You can always run the A/R Aging report to see your customer's outstanding balances.

 

Keep me posted if there's anything I can help you with your QuickBooks. I'm always around whenever you need help.

Frequent Contributor *

Re: Customer Credit Limit as Cumulative Jobs Credit Limit?

Thanks for the reply,

 

One more Q,

If I have no limit set on each job (say 5 jobs) and a limit of say 100 on the customer account.  Will QBs use 100 per job providing a 500 credit to the customer or 100 in total across all jobs to provide the credit limit warning?

QuickBooks Team

Re: Customer Credit Limit as Cumulative Jobs Credit Limit?

Hello there, AmithS.

 

QuickBooks uses the 100 in total across all jobs for the credit limit warning.

 

I've provided a screenshot below: 

 

Picture5.png

 

Please get back to me if you have  other concerns. Have a good one!