# How To: Outlet Credit Balance

_By Brandon Munn · Nov 28, 2024_

**Outlet Credit Balances** will automatically pull in from your accounts package if your accounts package is web-based and is integrated with BrewMan such as Xero, QuickBooks and Sage Online.

#### For this feature to work:

For the balance to pull through to BrewMan you must have sent an invoice from BrewMan to your accounts package for the outlet in question.

**Outlet Codes** must match the customer account number on **Xero**.

The **Outlet Business Name** must match the customer's **Display Name** on **QuickBooks**.

The **Outlet Business Name** or **Outlet Code** will need to match for **Sage Online**.

Once your accounts package is integrated, information on the customer's **Credit Balance** will pull into the system. Then, once invoices are approved in your accounting package, the **Credit Balance** will update in BrewMan.

The outstanding balance can be seen within the **Outlet Summary** on the **CRM** tab, within the **Finance tab** of the Outlet and also within an **Order**.

#### **Credit Limits**

You will need to have **Credit Limits** setup for your customers if you wish to see a warning message. This field is within the **Finance** tab of an **Outlet**.

If you’d like the system to generate warnings when your customers are near their limit, go to **Administration** → **System Setup** and edit the **Credit Limit Threshold**. This is how much credit an **Outlet** has remaining before you are warned.

If not set, by default a warning will show when you are within 10% of the Outlet's **Credit Limit**.

When you have exceeded the **Threshold Limit**, a warning message will appear when you create an Order and will also show within the Order.

Please contact [support@premiersystems.com](mailto:support@premiersystems.com) if you have any questions or call us on 02380 811 100.

[View this article on the web](https://premier-systems-ltd.featureos.help/en/articles/how-to-outlet-credit-balance)