# Credit Limit Usage

### **Report Module Guide: Credit Limit Usage**

#### **Module Location**

#### Sales > Reports > Invoice Reports > Credit Limit Usage

#### **Module Objective**

#### The **Credit Limit Usage** report module is used to generate a report that details the usage of the credit limit by customers. This report displays all outstanding (unpaid) documents that contribute to a customer's total receivable balance, making it easier for the sales and finance teams to manage credit risk.

### **1. Report Parameters (Filter)**

#### The main page of this module is a form containing several parameters to customize the report that will be generated.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/MMBimage.png)

#### Here is an explanation for each parameter:

- #### **Customer**:
    
    
    - #### Filter the report by **All** customers or a **Selected** customer that you wish to check.
- #### **Type**:
    
    
    - #### Select the report's level of detail:
    - #### **Detail**: Displays the details of each outstanding document (invoice, debit/credit note).
    - #### **Summary**: Displays a summary of the total credit limit usage.

### **2. Steps to Generate the Report**

#### **Step 1: Set Report Parameters**

#### Select the **Customer** scope and the report **Type** that you want.   
![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/ws9image.png)  
  
![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/d3Zimage.png)

#### **Step 2: Generate the Report**

#### After all parameters are set, click one of the two buttons in the bottom-left section of the page:

- #### **Display Report**: To preview the report directly on your screen. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/LvWimage.png)
- #### **Export To MS Excel**: To download the report data in an Excel file format. 
    
    #### ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/qQGimage.png)

### **3. Example of the Report View**

#### After you click, the system will generate a detailed report like the following, which details every document that affects the customer's receivable balance.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/t3pimage.png)

#### **Report Explanation**: This report will display a detailed list of all the documents that make up the customer's total outstanding receivable.

#### **Key Columns**:

- #### **Type**: The type of document (e.g., Invoice, Debit Note).
- #### **Document No**: The document's reference number.
- #### **Invoice Due Date**: The due date.
- #### **Amount**: The value of each outstanding document.

### **Tips & Important Notes**

- #### Use this report **before approving a new Sales Order** to ensure a customer does not exceed their approved credit limit.
- #### This is an important tool for the **Credit Control, Sales, and Accounts Receivable (AR)** teams.
- #### The accuracy of this report depends on the **Credit Limit** data being set up correctly in the customer master data or in the Sales Contract / MOU.