Accessing and Editing a Client Credit Account Limit

This article will show you how you can adjust the default credit limit for all clients, and how to adjust the default credit limit for an individual client.

Adjusting the Default Credit Account Limit

Go to Manager Settings > General > Client Setup, then adjust the Credit Limit accordingly and click Save to finish.

Note: This will update the default Credit Limit for all clients.


Adjusting an Individual Client's Credit Limit

Go to Clients > Search for and double-click on a client to open their Client Card.

Once you're in their Client Card, click Credit Terms, then click the Credit Limit amount to adjust, and click Save to finish.


If you have recently been updated to the new Clients screen, you can adjust the client's credit limit on their profile in the Wallet screen.


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