Managing Trade Credit (Accounts Receivable)

Protecting Cash Flow from Bad Debt

Offering terms (Net-30) is necessary for B2B growth, but failing to collect is fatal. Oishia actively manages your outstanding invoices.

Tutorial: Enforcing Credit Limits

1. Open a B2B Customer's profile in the CRM.
2. Navigate to Credit Settings.
3. Enter a hard Credit Limit (e.g., $10,000).
4. If the customer currently owes $9,000 on past invoices, and tries to place a $2,000 order through the portal (or a sales rep tries to process it on the POS), the system will block the transaction.
5. The checkout button will be disabled, forcing the customer to either pay down their balance or use a credit card for the current order.