If a customer exceeds the credit limit that you have set, you can choose to receive an alert message when you enter a new invoice.
When the alert message appears
If the customer has already exceeded the credit limit, the alert message appears when you select the customer card. If the limit is exceeded when you enter an amount in the current invoice, the alert message appears when you try to record the invoice.
How to choose the alert message
Mark the If Credit Limit is Exceeded on Invoice, Warn and Continue or Prevent Unless Overridden preference in the Preferences window - Sales view. Then choose the kind of alert message you want:
This selection affects all customers for whom you set a credit limit.
Step by step