Free Credit Limit Approval Tracker
Sales asks for a higher limit, finance decides. Log each request with current limit, requested limit and outstanding, move it through review, and keep a record of who approved what.
QUICK ANSWERA credit limit approval workflow records a request to change a customer’s limit, the reason, current outstanding and payment track record, and the approver’s decision. Logging requests prevents verbal approvals that nobody remembers. Use the pipeline Requested → Under review → Approved / Rejected.
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Want this synced, automatic and collecting payments?
- Same workflow in a free FastFee account, on every device and for your whole team
- Automatic WhatsApp reminders before and after due dates
- Payment links, UPI and AutoPay with auto receipts and live “paid” status
What you get free in the Credit Limit Approval Tracker
- ✅ Requested vs current limit
- ✅ Outstanding at request time
- ✅ Requested-by field
- ✅ Approval pipeline
- ✅ CSV audit log
Free alternative to ERP approval workflows
| Tool | What it costs | What you get free here |
|---|---|---|
| FastFee Credit Limit Approval Tracker | ₹0, no limits | Requested vs current limit · Outstanding at request time · Requested-by field |
| ERP approval workflows | Inside paid ERP | Customer limit, request, approval and usage, free |
Prices are approximate starting prices seen on public pricing pages and app listings in 2026 and change often; check each provider for current plans. Product names belong to their owners. FastFee is not affiliated with them. Paid tools often include features this free tool does not, such as accounting, GST filing or multi-user sync.
How to use the Credit Limit Approval Tracker
- STEP 1Add your business detailsEnter your business name and UPI ID once. They are used in every reminder and receipt.
- STEP 2Add requestsAdd one at a time, paste a list from Excel or Google Sheets, or try the sample data first.
- STEP 3Track and updateMove each item through its stages; overdue items are flagged in red.
- STEP 4Remind and exportTap Remind to open WhatsApp with the message filled in. Export CSV or print anytime.
Frequently asked questions
What information should a credit limit request include?
Customer, current limit, requested limit, current outstanding and ageing, average monthly purchases, reason (season, new outlet) and the requester.
Is this tool free? Do I need to sign up?
Yes, it is completely free with no login and no limit on entries. Signing up for a free FastFee account is optional and adds sync across devices, team access, automatic reminders and online payment collection.
Where is my data stored?
Only in your browser on this device (local storage). Nothing is uploaded to FastFee. Clearing browser data deletes it, so export a CSV or PDF backup regularly.
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