Changing a Customer's Credit Limit

  • Check the Credit tab on Customer Groups screen to ensure that the customer group lets you edit credit limits for individual customers.
  • Decide on the amount of credit you want to extend to the customer, and whether you want to issue warnings if posting a transaction would exceed the credit limit or overdue limit.

To change the credit limit for a customer:

  1. Open Accounts Receivable > A/R Customers > Customers.

  2. Click the Processing tab.

  3. To change the amount of credit you extend to the customer, in the Issue Credit Warning When section:

    1. Select the Total Outstanding Balance Exceeds the Credit Limit Of option, if it is not already selected, and then press the Tab key.
    2. In the amount field, type the new credit limit.

  4. To change the limits for overdue transactions, in the Issue Credit Warning When section:

    1. Select the A/R Transactions Overdue By option, if it is not already selected, and then press the Tab key.
    2. In the Days or More field, type the number of days by which the customer's transactions can be overdue before a warning appears during a credit check.
    3. Press the Tab key.
    4. In the amount field, enter the total amount that transactions can be overdue before triggering a warning.
    5. Click Save, and then click Close.

Tip: You can change the credit limits for a national account in a similar fashion. Display the national account record, and then follow the same steps as for changing a customer's credit limits.