Customers & Credit

All roles

Extend credit with confidence. When limits are hit, purchasing locks automatically.

Assign credit — auto-lock purchasing when limits breach

Customer Credit & Auto-Lock

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

  1. 1
    Set the limit

    Assign credit on the customer account.

  2. 2
    Sell on account

    Tickets post to the ledger.

  3. 3
    Breach

    System locks further purchasing for that customer.

  4. 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

Ready to put this on your counters?

Apply for a subscription package sized by Super Admin seats, store Admins, and outlets.

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