Customers & Credit
All rolesExtend credit with confidence. When limits are hit, purchasing locks automatically.
Assign credit — auto-lock purchasing when limits breach
Overview
Giving credit closes fleet deals — unmanaged credit creates write-offs. Cephre lets you assign credit to customer accounts and enforce it: when balances breach the configured limit, purchasing for that customer auto-locks until payment or an authorized override path clears the hold.
Pair credit with ledgers so sales, AR, and ownership share one risk picture.
What you get
- Assign credit limits per customer
- Balance awareness from ledger activity
- Auto-lock purchases when limit breached
- Protects counter from silent over-extension
- Visible unpaid pressure via ledger cards
- Designed for B2B automotive terms
Workflow
How it works
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1
Set the limit
Assign credit on the customer account.
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2
Sell on account
Tickets post to the ledger.
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3
Breach
System locks further purchasing for that customer.
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4
Recover
Take payment / adjust, then resume selling.
Capability map
Built into Cephre
- Credit fields on customer management
- Enforcement tied to purchase eligibility
- Works with unpaid invoice views
- Complements payments reporting
In the product
Screens from this module

Ready to put this on your counters?
Apply for a subscription package sized by Super Admin seats, store Admins, and outlets.