# Customer credit limit workflow template

> Sales asks for a credit limit, finance analyzes it and the approver depends on the amount.

Category: Finance. 3 steps, 10 form fields. Includes: approval limits by amount.

## Steps

### 1. Request

Owner: Whoever starts the request.

Who the customer is and how much credit they need.

Fields:

- Customer (text, required)
- EIN (text, required)
- Limit requested (amount, required)
- Expected monthly purchases (amount)
- Reason (long text, required)

### 2. Credit analysis

Owner: A person or team you choose.

Check the customer's credit report, history and payment behavior. The recommended limit decides who approves.

Approval depends on “Recommended limit”:

- Up to $20,000: The requester’s manager
- $20,000 to $100,000: Approvers you choose
- Above $100,000: Approvers you choose (2 approvals)

Due in 2 days (business time).

Fields:

- Credit score (number)
- Recommended limit (amount, required)
- Analysis (long text, required)

### 3. Registration

Owner: A person or team you choose.

Register the approved limit in the system.

Due in 1 day (business time).

Fields:

- Approved limit (amount, required)
- Review on (date)

Use this template: https://easy.wf/register
Page: https://easy.wf/templates/customer-credit-limit