How Does the Customer Credit Limit Feature Work?

Step 1: Setting the Credit Limits

1. Go to Customers on your left menu and select the customer you want to edit.
2. In their profile details, look for the two new configuration fields:
   • Credit Limit ($): Input the maximum amount of dollar credit allowed for this account.
   • Credit Warning Threshold (%): Input the percentage capacity (e.g., 80%) that triggers an early warning

Step 2: Creating a New Load

1. Go to create or open the Add New Load window.
2. Select the customer in the Company Name field.
3. As soon as you select the customer, the system checks their balance from yesterday’s snapshot and displays a warning directly under their name (if they’re over the threshold or limit).
   
   

Approaching Credit Limit Alert

• If their unpaid balance is getting close to their cap, a red warning message will appear:
  
  

Credit Limit Exceeded Alert

• If the customer's yesterday balance has completely passed their limit, a critical warning message will appear in red text:

⚠️ Important Note on Data Refresh: Credit usage calculations are not real-time. The system runs a pre-calculation once a day overnight. The alerts always reflect a snapshot of yesterday's unpaid balance.

Frequently Asked Questions

Why did the alert not show up when I selected a customer?

The credit usage calculation only turns on if you have input a specific credit limit inside that customer's profile details. If no limit is set, no alert will display when creating a load.

Why am I seeing an alert that doesn't match a payment made earlier today?

Because the data updates via a daily overnight cycle. Today's live payments or newly added loads will be reflected in the snapshot calculation starting tomorrow.

For any further assistance, contact our support team at help@truckpedia.io.