Credit Limits

Setting Up the Customer Credit Tab

You can use this feature with any departments the customer may have set up. First, use these instructions to set up the customer's master account. Then, select the department accounts and repeat these instructions to set them up to use this feature.

1. Double-click . The Customer window opens, displaying the information for the last customer used.

2. Select the customer account for which to make a change. If you need instructions on selecting a customer, see Selecting a Customer.

3. Click the Credit tab. Put the cursor in the Credit Limit box. In this box, specify the maximum credit amount.

4. Click the Order Entry tab. Click the TM2 box and type @. This character symbolizes you do not want payments, adjustments or credits to affect the customer's credit limit.

5. Click to save changes made to the customer account.