Credit limit validation for indirect billing

^{Minor Upgrade}

In indirect billing scenarios — where AppDirect bills the reseller and the reseller bills the end customer — the system will now evaluate the reseller's credit limit when creating quotes, rather than the end customer's. This reflects the correct financial relationship, as the reseller is the party that owes payment.

Key highlights

• Credit limit checks now correctly target the reseller in indirect billing flows, as the financially responsible party.
• No user interface changes — the validation occurs automatically in the background.

⚠ Important: Reseller customers will not be able to finalize a quote if their credit limit has been fully utilized, or if the opportunity would lead to over-utilization of their credit limit.

Feature enablement

This feature is not enabled by default. Contact your AppDirect technical representative to request it.

Setting enablement

Credit limit must be enabled (Settings > Billing Functionality > Exposure > Credit limit).

Documentation

Documentation will be updated with the next release.