Commercial Accounts · updated 2026-09-29
How to use the credit limit and account status of a commercial account
The account status and credit limit keep an account under control: they warn you, and they can stop new orders until the balance is paid.
- ## Watch the exposure
In the Account tab, "Status and credit" shows "Exposure today: {exposure} of {limit}". Exposure is what is open plus what is unbilled. - ## Act when the limit is reached
At or above the limit the tab says "Credit limit reached". "Notify customer and my team" emails the statement recipients and your company email. "Bill the period now" opens the close statement form so you can bill what is pending. - ## Use the status
"Attention" shows a warning in New Order ("This account is flagged for attention. Check the balance before delivering."). "On hold" blocks new orders: "On hold: new orders for this customer are blocked until the balance is cleared." Switch back to "In good standing" when the balance is settled and click "Save settings".
What happens next
- Going over the credit limit only warns in New Order ("You can still create the order."). Only "On hold" blocks.
Related guides
- How to set the billing cycle and payment terms of a commercial account
- How to create an order for a commercial account customer
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