The Financial Terms tab of the Account Manager allows you to define
the following Limits
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Here is documentation that details how to use the account manager:
* Account Manager [1] (Video)
* Account Manager [2] (PDF)
Links:
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[1] http://youtu.be/o9aMQcV8yDs
[2]
http://www.savanceenterprise.com/downloads/documentation/Account-Man...
This knowledge base article covers customer alerts. There are a
number of different accounting scenarios in Savance Enterprise where
you might want to automatically have an e-mail alert sent out to the
customer. They are:
* CREDIT LIMIT REACHED - T...
This documentation covers how customer credit works and how to apply
it:
* Customer Credit [1] (Video)
* Customer Credit [2] (PDF)
Links:
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[1] http://youtu.be/R_s7MZwIpbA
[2]
http://www.savanceenterprise.com/downloads/documentation/Custo...