Child pages
  • Outstanding

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

When the B2B mode is enabled, three fields are added to the customer creation form:

Enabling the Outstanding feature

When the B2B mode is enabled, three fields are added to the customer creation form:

Image Added

  • Allowed outstanding amount. The maximum amount of money this customer can use as an outstanding.
  • Maximum number of payment days. The maximum number of days the customer can go before having to pay his outstanding.
  • Risk rating. The risk factor for this customer: None, Low, Medium or High. It is up to you to decide if a customer is a risky benefactor of your outstanding feature, or if he will assuredly pay on time.

You should fill these fields for all professional customers.

Current outstanding screen

Once a customer with outstanding allowance buys from your shop, it appears in this the Customers > Outstanding page. This enables you to get an overview of your current outstanding invoiceinvoices.

Image Added