ACCOUNTING DEPARTMENT REVIEW

Customer Credit Limits are currently managed by the accounting department using a manual review process.    The accounting department receives a credit limit report twice daily.  The report indicates each customer's balance, credit limit and % of credit limit used.    The report is filtered to eliminate all customers who are currently at less than 50% of their credit limit.  Also eliminated are all unverified customers and past due customers.  The remaining customers are reviewed to determine whether their credit limit needs to be increased.  If it is determined that the credit limit should be increased, the accounting department increases it.  We are planning to automate this process in the second half of 2021.

All customers are set up to receive credit limit threshold notifications when they reach 80, 85, 90, 95 and 98 % of their credit limit respectively.   The accounting department also receives these notifications which also helps to monitor credit limits.

SALES TEAM REVIEW 

If any sales department team member becomes aware of a new opportunity that will increase a customer's revenue, they should check the customer's credit limit to see if it will accommodate the additional revenue.   If there is concern that the credit limit will not be sufficient, a case should be opened requesting a credit limit review and explaining why the review is requested.   (Open a case by emailing support@avoxi.com)

INSTALLATION TEAM REVIEW

Installer's should check the customer's credit limit when processing a new installation to make sure the credit limit will accommodate the new revenue of the opportunity being installed.   If there is concern that the credit limit will not be sufficient, the installer should increase the credit limit by twice the amount of the opportunity.

CUSTOMER OPERATIONS REVIEW

If a customer contacts us and reports that their calls are not processing and the support team member determines that the customer's service is suspended due to reaching their credit limit the support team member should do the following:

https://avoxi.helpjuice.com/admin/questions/552887-increasing-credit-limits-in-emergency-situations