Block Job/'Sales Order Creation When a Customer's Credit Limit Is Exceeded
27 July 2026
Prevent jobs/sales orders from being created from a quote if the customer's credit limit has been exceeded.
Credit limits are only effective if they're enforced at the right moment. Zigaflow now allows you to prevent a job/sales order from being created from a quote when the customer has exceeded their credit limit, stopping work from being committed to accounts that are already over their agreed threshold.
This helps protect your business from taking on additional exposure with at-risk customers, prompts a review before proceeding, and gives your team a clear, automatic check rather than relying on someone to remember to look up each customer's balance.
Set this in Settings -> Internal Approvals -> Suppress Order creation from Quotation
