Credit Policies
Block new jobs for customers with overdue balance
Prevents scheduling jobs when a customer exceeds the overdue balance threshold.
Require deposit for customers with unpaid invoices
Automatically require a deposit when a customer has too many unpaid invoices.
Require manager approval for large jobs
Jobs above the threshold require manager sign-off before scheduling.
Auto-flag risky customers for credit review
Automatically marks customers with overdue balances or payment history issues.
Customers Flagged by Active Rules
No customers currently flagged by active rules.