Accessing and Editing a Client Credit Account Limit

This article will show you how to 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 click on a client to open their Client Card.

Once you're in their Client Card, click Wallet > Click the Credit Limit amount to adjust > Click Save.


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