> For the complete documentation index, see [llms.txt](https://kb.logicerp.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.logicerp.com/logic-erp-learning-hub-tutorials-and-best-practices/user-access/logic-global-admin/sale/sale-settings-1/implement-credit-limit-checks-in-sale-challans.md). # Implement Credit Limit Checks in Sale Challans **YouTube:** [How to Enable Customer Credit Limit Check in Sale Challan ?](https://www.youtube.com/watch?v=PEoNHk4Wp70\&list=PLTq0qszGb3BNf2HwB0l2NVoufF-mB23ch\&index=9) ## How to Enable Customer Credit Limit Check in Sale Challan ? In this tutorial, we’ll walk through the process of enabling **Credit Limit Checks in Sale Challans**. This feature helps control customer credit exposure by validating outstanding balances against predefined limits during challan entry. To ensure customers do not exceed their credit limits while generating sale challans, thus reducing the risk of over-crediting. *** ### **Step-by-Step Instructions:** * **Access Global Settings:** * Navigate to the **Logic folder** and run the **Logic Admin** application. * Open **Global Settings**. * Under the **Sales Settings-1** section, locate the option: > **“Implement Credit Limit Checks in Sale Challans”**

We will keep this feature enabled to evaluate its effect on the billing process.

* **Enable and Apply:** * Enable the option by ticking the checkbox. * Click **Save** to apply the setting. * **Restart the software** to activate the configuration. *** ### **Defining Credit Limits:** * Navigate to the Setup\Setup Accounts and then click to **"Setup New Account".** * Select the relevant **Customer Account**. * Navigate to the **Other Details** tab. * Locate and fill in the **Credit Limit** field with the desired amount.

The picture shows the Credit Limit field being filled with the desired amount.

*** ### **Feature in Action:** * Create a new **Sale Challan**. * Select a **customer** who already has an outstanding balance. * If the **current balance exceeds the defined credit limit**, the software will display a notification alert. * Based on this prompt, the user can: * **Proceed with the challan entry** (if allowed), or * **Cancel/Modify** the transaction as needed.

The picture illustrates that when the current balance exceeds the defined credit limit, the software displays a notification alert.

*** **Benefits:** * Helps in **managing customer credit risk**. * Prevents **over-exposure** and improves cash flow control. * Provides a **proactive alert** system before finalizing transactions. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://kb.logicerp.com/logic-erp-learning-hub-tutorials-and-best-practices/user-access/logic-global-admin/sale/sale-settings-1/implement-credit-limit-checks-in-sale-challans.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.