How do I add a credit limit?
In this guide, I will show you how to add a credit limit to a customer.
1st: Within the dashboard go to the “Customer Overview”, find the customer entry that you’re looking for and open the record.
2nd: Once the customer file has been opened, within the tab “Company details” There is a tab at the bottom called “Credit Limit”. The default will be set to 0 but you can enter any value needed.
3rd: Then click any empty field and then you should be able to save the entry file.