How to Enable Account Balance Limits

Modified on Thu, 13 Jul 2023 at 01:00 PM

Step 1. Go to management, course, point of sale and make sure Use Credit Limits IS checked and make sure "no account balances is NOT checked. 

Step 2. Click customers and find the customer you wish to change the credit limit for. 

Step 3. Click the tab labeled "financial"

Step 4. In the top right insert the balance limit number in that applicable field and click save

Step 5. You will now see a box pop up when doing a transaction that takes the customer over that limit

If you do not want the customer to have AR privileges simply leave the balance limit at zero (0)

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article