Credit limit settings
It is important for practice managers to know the function of the settings that show when they configure a credit limit.
This table gives each setting and its function:
| Setting | Description |
|---|---|
| Time Period | The Time Period has four related settings. The function of the related settings is different if you select Base on invoice due date or Base on invoice date. If you select Base on invoice due date, the function of each Time Period setting is as follows: If you select Base on invoice date, the function of each Time Period setting is as follows:
Note: You cannot add new time period settings. And you cannot change the value of the time periods. |
| Warn | The credit limit warning in dollar units. If the client’s credit quantity during the selected time period is more than the Warn value:
If you enter a Warn value of 0, ezyVet sets the credit limit warning at $0.00. If the Warn box is empty, ezyVet does not set a credit limit warning. |
| Stop | The credit limit in dollar units. If the client’s credit quantity during the selected time period is more than the Stop value: If you enter a Stop value of 0, ezyVet sets the credit limit to $0.00.
If the Stop box is empty, ezyVet does not set a credit limit. |