Customer Spending Limits

Step 1: Login into your ServiCase carrier account.

Step 2: Click on the Customers icon on the left navigation menu.

Step 3: Click on the Edit icon for a customer you want to update a Spending Limit for.

Step 4:  Click on the Add (+) button to add a new Spending Limit for a particular service. Add required details and click Save. This spending limit will trigger a request for approval from the customer's spending approver in the section above. Once the approver accepts the request, the billing item that was above the limit will be processed.