I see, well that is probably the most tedious part, processing payments, and credits, and what not.
Just note that the customer credit side doesn’t seem to be as clean as using the built in “own credit.”
Not sure if you have the same problem we have, but credit sometimes needs to be recalculated for one reason or another so we have to use those two programs that I mentioned in my last post. Additionally, we like to have the system take customers on and off credit hold nightly using the “mass credit information Update” program.
Pretty much we use this process that @Rick_Bird details here (Customer Credit Hold Remove Automatically - #11 by Rick_Bird). This whole process doesn’t work on national accounts in our current state.