Credit Limit Report

The Credit Limit Report enables you to review an account’s credit limit, how much of the credit limit the account has used, and how much the account is over limit. It includes only those accounts that are over their limit.

Running the Report

To run the report:

1. On the Corporate submenu, click Credit Limit Report.

2. Specify a date in the Cutoff Date field.
3. Choose one of the following print options:

   • To print the report immediately, click PRINT.

     The Send to dialog box appears. Select a report destination. For more information, see Printing Overview.

   • To store the report as part of a batch for printing later, click BATCH.

     The Choose a Batch dialog box appears. For more information, see Batch Printing.

Report Example

Credit Limit Report example

Report Notes

• The report lists for each account that is over its limit the following: credit limit amount, balance as of the cut-off date ("Used"), and how much the account is over (balance minus the credit limit amount).
• A customer’s credit limit is entered on the Report Options screen for customer accounts while setting up a customer account.
• You can set up the Apollo interface to run the credit limit report after interfacing. When the interface runs the report, you have the option of including all accounts over the limit or only those accounts over the limit with invoices on that interface. For more information, see Processing the Apollo Interface.