Credit Limit
It would be great to have a field on the Account Object that can be used to set a Credit Limit for Customers. It would also be nice to have an accompanying roll up field that tracks outstanding Billing Balances and compares the two. Different levels of warnings could be built in when trying to create new Billings for Customers that are over their Credit Limit, or will go over it with the new Billing.
Thanks!
-
Official comment
Hello Brian. Thank you for submitting this feature request. I will have the Product Development team look into this!
Comment actions
Please sign in to leave a comment.
Comments
1 comment