Credit Limits
Silver Plus eNsite is setup for Floating Credit. This allows Silver Plus eNsite to set up credit limits for customers and departments they may have while also preventing payments and adjustments from affecting the credit limit amount.
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, retrieve the department accounts and repeat these instructions to set them up to use this feature.
1
Double-click the
icon. The Customer window opens, displaying the information for the last customer used.
2 Select the customer account for which you want 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
Press
to save changes made to the customer account.