Credit limits & over-limit actions

This is TermsPilot's core promise: a buyer who already owes you too much shouldn't be able to quietly keep ordering. Actions require the Growth plan.

Setting credit limits

• Per company: open a company from the dashboard and set its limit in the sidebar. Blank = no limit.
• Default for new companies: on the Actions page, set a default limit — every company TermsPilot discovers from then on starts with it. Companies you've already set are never changed.

The dashboard badges react immediately: over 80% of limit shows Near limit, above it shows Over limit in red.

What triggers an action

When a new or edited net-terms order arrives from a company that is either:

• over its credit limit (balance above the limit you set), or
• too far overdue (any invoice more than your threshold — default 15 days — past due),

TermsPilot applies the action you chose, and emails your alert address.

The three action levels

Action	What happens
Flag only	Recorded in the app + alert email. The order is untouched.
Flag + tag	Also adds the order tag TermsPilot-Hold — visible to your team, usable in Shopify Flow and order filters.
Flag + fulfillment hold	Also places a real fulfillment hold — the order can't ship until you release the hold in Shopify.

Each order is actioned once, ever — no duplicate tags, holds, or alert spam, even when Shopify sends repeated webhooks.

Reviewing

Everything lands on the Actions page (and a banner on your dashboard until reviewed). Each entry shows the company, the exact reason with amounts, a link to the order in Shopify, and a Mark reviewed button.

Releasing a hold happens in Shopify itself (the order's fulfillment section) — TermsPilot never blocks you from shipping when you decide it's fine.