Accessing and Editing a Client Credit Account Limit

This article shows how to adjust the default credit limit for all clients and for an individual client.

Adjusting the Default Credit Account Limit

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

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


Adjusting an Individual Client's Credit Limit

Go to Clients > Search for and select a client to open their client card.

Go to Wallet > Under the Credit Account section, adjust the Credit Limit amount > Click Save.

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