Credit limit statuses
A credit limit status tells you important information about a client’s credit quantity. ezyVet automatically shows a credit limit status in the left sidebar of each ezyVet client contact record. And ezyVet shows a credit limit status in the invoicing screen for the applicable invoices.
| Credit limit status | Function |
|---|---|
| OK | The client’s credit quantity is satisfactory. You can approve invoices for the client. |
| WARNING | The client’s credit quantity is more than the Warn value that a practice manager entered in the credit limit settings. But it is not more than the Stop value that a practice manager entered. If a client has the WARNING status, you can continue to approve invoices for the client. If necessary, tell the client to pay the applicable invoices. |
| STOP | The client’s credit quantity is more than the Stop value that a practice manager configured in the credit limit settings. If a client has the STOP credit limit status:
Before you can approve invoices and make appointments, the client must pay the applicable invoices. This is an example of the error message that shows when you try to approve invoices for a client that has the STOP credit limit status: This is an example of the error message that shows when you try to make an appointment for a client that has the STOP credit limit status: |
How ezyVet shows credit limit statuses
The invoicing screen and contact records show text and icons for credit limit statuses. The text and icons help you to easily know the credit limit status of a client.
A contact record that has the WARNING credit limit status shows this icon: