How To: Change Credit Limit

The user must have the 'Admin' User Permission to change the Customer or Suppliers credit limit.

  1. Open a Customer screen (show me how).
  2. Load the required customer record.
  3. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  4. Open the [ Detail | Financial ] tab.
  5. Enter the new credit limit for the customer in the 'Credit Limit' field.
  6. Press Ctrl+S or click the disk icon is the button bar's SAVE button to save the record.

See Also

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