Credit Limit Override window

The Credit Limit Override window enables you to enter the override password that lets you continue with a sale that will cause the customer’s credit limit to be exceeded. This window will only appear if you select the If Credit Limit is Exceeded on Sale [Prevent Unless Overridden] option in the Sales view of the Preferences window.

Field Descriptions

Invoice #

The number of the invoice.

Date

The date of the invoice.

Customer Name

The name of the customer for whom you are creating an invoice.

Total Amount

The total amount you want to invoice.

Credit Limit

The credit limit for this customer, as specified in the Selling Details view of the customer’s card.

A/R Balance

The customer’s current accounts receivable balance.

Available Credit

The customer’s available credit, based on their credit limit and the accounts receivable balance. If the customer has already exceeded the credit limit, the available credit displays as a negative number.

Currently Past Due

Any amounts that this customer has not paid and that are overdue.

Override Password

Type the override password in this field. You don’t need to click in the field—just start typing to enter the password.

Override

If you want to continue making the sale, and you have entered the override password, click Override.

Cancel

Click if you don’t want to enter the override password or want to make changes to the sale before continuing.

Tips for this window

Related Topics

■	Credit control