This article walks you through the Credit section on a client's General tab — what each value means, what status combinations let you book vs. block a shipment, and what to do when something needs to change.
Why reps can't edit this section: Credit limits, statuses, and NOA workflow are managed by the Accounting Team. Reps have view-only access. If anything in this section needs to change — credit limit increase, status update, NOA re-issue — submit a ticket through the help desk.
See Setting up clients for the help desk workflow.
From the Clients dashboard, click into the client. On the General tab, scroll to the Credit section.
What you see
At the top of the section:
Balance / Limit ratio bar — visual indicator of how much of the client's approved credit is currently used
Balance — current credit drawn (in dollars)
Limit — total credit approved by Accounting (in dollars)
Below that:
Note — Accounting's internal note on the credit record (e.g., reason for a limit, conditions)
Status — the credit application's current state
NOA status — the Notice of Assignment workflow state
The Status field can have one of four values:
Status | What it means | Can you book? |
Approved | Accounting has approved the client for credit up to the limit | Yes — provided NOA is Active and balance + new shipment ≤ limit |
Pending review | Application submitted, awaiting Accounting review | No — wait for approval |
Needs review | Accounting has flagged the record for re-review (e.g., expired credit check, limit needs revisit) | No — submit a help desk ticket to find out what's needed |
Declined | Accounting has declined the client for credit | No — a prepayment option may be available; contact Accounting |
The NOA status field tracks the Notice of Assignment — the document the client must confirm before any loads can be processed or carrier payments released.
NOA status | What it means |
Not sent | NOA has not yet been issued to the client |
Requested | NOA has been requested internally but not yet sent |
Placed | NOA placement is in progress |
Sent | NOA has been sent to the client but not yet confirmed |
Active | Client has confirmed the NOA — loads can now be processed and carrier payments released |
Important — only Active means you can book: A status of Sent is not sufficient. Until the NOA reaches Active, no loads can be processed and no carrier payments can be released for this client. If you need a load moved before NOA is Active, escalate through the help desk.
What to do based on what you find
Before booking a new shipment, confirm all three:
Status is Approved
NOA status is Active
Balance + new shipment rate is within the Limit
If any of these fail, do not book — escalate through the help desk.
If credit limit needs to change (increase, decrease, conditions update), submit a help desk ticket to the Accounting Team. Reps cannot edit credit values directly.
If NOA status is stuck (e.g., Sent for a long time without going Active), the client hasn't confirmed it yet. Reach out to your client contact to follow up, or escalate through the help desk if you need Accounting to re-send.