Accessing and Editing a Client Credit Account Limit

This article shows 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 tab > Client Setup. Then, adjust the Credit Limit accordingly and click Save.

Note: This updates the default Credit Limit for all clients.

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Adjusting an Individual Client's Credit Limit

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

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

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