Credit Limit Control
Manage payment methods based on customer credit status.
Scenario
Control which payment methods are available based on outstanding balance or credit limit. This is typically implemented as an integration scenario (for example via ERP/customer attributes), not as a standalone built-in credit engine.
Implementation
Profile Configuration
Profile: "Credit Exceeded"
- Condition: Outstanding balance > Credit limit
- Disable: Invoice, Purchase Order
- Enable: Prepayment, Credit Card
Condition Builder
IF customer.outstanding_balance >= customer.credit_limit
THEN disable_methods: invoice, purchase_order
Credit Tiers
| Tier | Credit Limit | Methods |
|---|---|---|
| Bronze | $1,000 | Prepay, CC |
| Silver | $5,000 | + Invoice |
| Gold | $25,000 | + PO, Net 30 |
| Platinum | Unlimited | All methods |
Integration
Works with:
- Customer credit attributes
- ERP credit data
- Payment history