Customer Credit Limits


Credit Limits work in conjuntion with Credit Verification settings to Warn or Prevent Save of Orders and Invoices that would put the customer or group over their set limit.

When you create a new customer the Default Credit Limit from Customer Prefs is set. If you have All Access or Terms Access you can change the Credit Limits if you need.

Orders are not due until invoiced, so if orders Warn, you may still have time to correct.








Related:

Next: Customer Credit Hold Days

  Chapter 103 Customer Credit

Return to Help