Sales > Credit control > Credit limits
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 using the Sales Easy Setup Assistant (see ‘Set up sales’), 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 center 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
Click the Action menu icon () and select Edit Credit Limit & Hold.The Credit Limit & Hold window appears.
7
Type the customer’s credit limit in the Credit Limit field.
8
Click OK. The Card Information window reappears.
9
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 Warn if Credit Limit is Exceeded on Sale from the list.
4
Click OK.

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