Setup

To receive a warning when a customer exceeds the credit limit

The Preferences window - Sales view should be displayed.

1. Mark the If Credit Limit is Exceeded on Invoice, Warn and Continue or Prevent Unless Overridden preference.



2. Choose Warn and Continue.



3. Click the OK button.

Related topics

• Blocking sales or receiving alerts when customers exceed credit limits
• Setting up credit terms for all new customers and vendors
• Using MYOB AccountEdge preferences
• Assigning credit terms to your customers
• To prevent the recording of an invoice when a customer exceeds the credit limit
• To set a Credit Limit Override password