Run the Import customer balances process to import customer balances from your financial application into Isah. Imported customer balances are used when calculating credit limits.
The credit limit specified for a particular customer is displayed on the Financial tab of the Customers form. The form also shows the settings controlling the credit limit checks. These settings include:
If you do not transfer the balances from the financial application, only the data in your Isah database will be used to generate credit limit warnings. Isah does not contain any information about invoice payments, however. In Isah, it is assumed that an invoice that has been created has also been paid. Only the sums for which no invoice has been created in Isah yet will be considered as credit you have taken out. You will receive a warning when that sum has reached the specified credit limit.
If you do transfer the customer balances from your financial application to Isah, invoices created but not yet paid will be taken into account during the credit limit check. These invoices will then also be considered as credit you have taken out. The credit limit warning generated in this case will therefore give a better view of the actual situation.