Do I need to inform my customer of a credit limit increase?

No. Customers are not automatically notified of credit limit changes in Trade Shield. It is up to your organisation's policy to decide whether to inform them of any changes made.

ⓘ Tip: Review your internal credit management policy to determine when and how customers should be notified of limit changes.

Will the system send an alert to the customer?

No. Trade Shield does not send automated alerts or notifications to customers when a credit limit is changed. All communication with the customer regarding limit changes remains your organisation's responsibility.

Can I view the updated credit limit?

Yes. You can view the updated credit limit in the customer's profile under Credit Settings at any time after the change has been applied.

ⓘ Tip: Always verify the updated limit in Credit Settings before communicating any changes to your customer.

Who should I contact for assistance?

For any questions or assistance with credit limit settings, please contact the Trade Shield support team at support@tradeshield.ai.

Need more help?

The support team is ready to assist

support@tradeshield.ai

+27 (0) 10 753 1630

www.tradeshield.ai