Credit limits

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Sales > Credit control > Credit limits

A credit limit is the maximum amount of credit you allow a customer to charge to their account. You can set a default credit limit for all new customers or set a specific credit limit for a single customer.

If you want to enforce credit limits, you can set preferences to:

■	warn users before recording a sale that will exceed a customer’s credit limit

■	prevent certain users from recording a sale that will exceed a customer’s credit limit. When you use this preference, you set an override password to allow approved users to record the sale.

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.

6	Type the customer’s credit limit in the Credit Limit field.

7	Click OK. The Card Information window reappears.

8	Click OK to return to the Cards List window.

To receive a warning when a customer exceeds the credit limit

To prevent the recording of a sale when a customer exceeds the credit limit

■	Credit control

■	Credit holds

■	Finance charges paid by customers

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