Is there a way for the customer's balance to reflect their open sales order balance as well? Our problem is that some customers place multiple orders within their  billing period & we do not invoice until after orders ship & by then it is to late to place a hole if they go over their limit. However if when we entered an order we could see that including open orders they exceeded their limit, we can contact them and get a payment. When you go to run your credit card it does not wait until after you are billed to say you went over the limit, Sage should work the same way somehow.

Some one anyone Can you help please? Thank you