Create credit clients and set their limits
A credit client is a person or business allowed to owe money for fuel. A credit limit controls exposure; payment terms determine when debt is due. An advance balance and unpaid debt are different balances.
Reviewed 7 October 2026
Who this is for
Managers authorized to create/manage clients; accountants and other authorized users review financial details.
Before you begin
Agree the client identity, station, limit and terms before offering credit.
1Create the client
- Open Credit and Add client. Choose individual or enterprise and enter the client name, contact and station assignment.
- Set the credit limit and payment terms in the form’s displayed unit. Add address/email where needed for identification.
- Review and save. Open the client record to check balance, status and available credit before a first sale.
The client has an identifiable account and an agreed credit policy.
2Maintain the policy
- Open the client and choose Edit when authorized. Review the limit, unlimited-credit option and limit-action settings exposed for your role.
- Choose block, alert or approval behavior according to the actual agreement. An unlimited setting is a deliberate risk decision, not a workaround for a failed sale.
- Review overdue and outstanding balances regularly. Follow the available status/suspension action and communicate restrictions to the station team.
- Before reducing a limit, inspect current debt. Changing terms or limits does not erase old sales or create a repayment.
The credit policy stays aligned with the commercial agreement.
A practical example
A client with a 200,000 FCFA limit and 150,000 outstanding has 50,000 remaining before considering the configured policy and any valid advance. A proposed 80,000 sale needs the system’s live authorization decision.
If something goes wrong
Two clients have similar names
Check contact, station and history. Do not record a payment against a name alone.
The account is blocked or overdue
Ask the authorized manager to review the real situation. Do not create a duplicate client to bypass the restriction.
Open the relevant screen
Sign in with your own account. Your permissions still apply.
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