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.
In this Article
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.