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Sales > Credit control > Credit limits
To set or change the credit limit for a single customer
1
Go to the Card File command centre and click Cards List. The Cards List window appears.
2
Click the Customer tab and select the customer for whom you want to set a credit limit.
3
Click Edit. The Card Information window appears.
4
Click the Selling Details tab.
5
Click Credit Limit & Hold. The Credit Limit & Hold window appears.
7
Click OK. The Card Information window appears.
8
Click OK to return to the Cards List window.
To receive a warning when a customer exceeds the credit limit
1
Go to the Setup menu and choose Preferences. The Preferences window appears.
2
Click the Sales tab.
3
Select the If Credit Limit is Exceeded on Sale preference and choose Warn and Continue from the list.
4
To prevent the recording of a sale when a customer exceeds the credit limit
2
Go to the Setup menu and choose Preferences. The Preferences window appears.
3
Click the Sales tab.
4
Select the If Credit Limit is Exceeded on Sale preference and select Prevent Unless Overridden from the list. The Credit Limit Override Password window appears.
6
Click OK. The Preferences window appears.
You can change the credit limit override password in the Credit Limit Override Password window (choose Preferences from the Setup menu, click the Sales tab and then click Set Override).
7
Click OK to close the Preferences window.
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