Credit Management

The Credit management feature allows you to define and manage customer credit limits and terms, helping control outstanding balances and overdue amounts.

How to Enable Credit Management

To activate Credit Management:

1. Log in to the web app as an admin
2. Go to Settings page navigate to the Add-ons page
3. On the Add-ons page Enable:

• FieldPro Direct = Yes
• ERP = FieldPro
• Currency = Select a valid value

4. Go to ERP → Payment Terms
5. Enable:

• • Credit payment method
  • Allow Open Balance

6. Click Save Changes

Mobile Access Rights Defined

To allow mobile users to access credit-related features:

1. Go to Settings → Users → Mobile Access Profiles
2. Select the relevant profile (e.g. Sales Rep)
3. Enable:

• • Fetch Orders
  • Create Orders

4. Save changes

To note

Orders placed while offline do not enforce credit limits; credit balances are updated only after synchronization.

Recorded credit payments affect outstanding balances only once successfully synced.

Accessing Credit Policies

Navigate to:

Home > ERP > Credit Policy

Overview Dashboard

At the top of the page, you’ll see a summary of:

• Total Credit – The total credit allocated across all policies
• Total Outstanding Balance – The current unpaid amount
• Total Overdue Amount – The amount past the credit term

Creating a Credit Policy

1. Click the Create button (top-right corner).
2. Enter the required details such as:

• • Policy Name
  • Credit Amount
  • Credit Term (Days)

3. Save the policy.

Once created, the policy will appear in the list.

Credit Policy List

The table displays:

• Item Name – Name of the policy
• Credit Policy – Policy reference
• Amount – Credit limit assigned
• Credit Term (Days) – Allowed repayment period

You can also:

• Search for policies
• Apply filters
• Customize columns by clicking the eye icon

Assigning Credit Policies to Customers

After creating a credit policy:

1. Go to the Customer Page
2. Open or edit a customer profile
3. Assign the appropriate Credit Policy
4. Save changes

This ensures each customer operates within the defined credit limits and terms.

Assigning the correct policy helps manage risk and overdue balances

Policies can be updated as business needs change

Viewing Credit Policy Transaction History

To view the transaction history for a credit policy:

1. Navigate to ERP > Credit Policy
2. Locate the credit policy you want to review
3. Hover over the selected policy row
4. Click the View (eye) icon

A details window will open showing information about the selected credit policy.

Select the Transaction History tab to view all transactions linked to that policy.

The transaction history includes details such as:

• Created Date
• Transaction Type
• Amount
• Currency
• Payment Method
• Reference
• Customer linked to the policy

Use the search bar and filters to quickly find specific transactions.

Updated on: 30/03/2026