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How to set a customer’s credit limit

The app warns you if a new credit sale would take the debt over the limit.

  1. Open the customer on the Credit tab and tap Edit in the top right corner.

    Step 1
  2. In Credit limit, sm., enter the most this customer may owe. Empty — no limit.

    Step 2
  3. Tap Save. Now, if a credit sale goes over the limit, an Over the limit warning appears — you decide whether to sell.

    Step 3

What next

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