Setup

To set a Credit Limit Override password

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 Prevent Unless Overridden and the Set Override button becomes active.



3. Click the Set Override button to open the Credit Limit Override Password window.



4. In the Override Password field, enter the password that will allow users to enter an invoice for a customer who has exceed the credit limit.



5. In the Confirm Password field, re-enter the Override Password to confirm you typed it correctly.



6. Click the OK button.

Related topics

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