Customer Credit Risk

A customers credit risk controls how many "unbalanced loads" can be built for a particular customer.

An unbalanced load is a load that:

  • Is not in "Void" status
  • Does not have a customer invoice date
  • Has a $0 Customer Rate

A Customers Credit Risk can be adjusted by a user with Accounting or Credit Limit permissions.


To access a Customers Credit Risk, Navigate to the Customer Profile > Accounting > Credit and Terms

Note: A Default Credit Risk for all new customers can be set. Contact support@ezloadertms.com if you would like your account settings adjusted.

The number of allowed "unbalanced loads" for the customer is based on the following credit risk levels:

  • Low Credit Risk is Unlimited
  • Medium Credit Risk allows 2 unbalanced loads
  • High Credit Risk allows 1 unbalanced load
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