Sales

To handle a sale you can't record because the customer has exceeded the credit limit

If a customer has exceeded or is about to exceed the credit limit, you may see a Credit Limit Override alert message when you try to enter a new sale for that customer. (See Handling a sale to a customer who has exceeded the credit limit to understand why the message appears.) If this happens, you have two options:

• Cancel the sale because you are not authorized with the override password or you do not want to record the sale because of the credit limit status. Click the Cancel Sale button.
  
  -- OR --

• Record the new invoice despite the credit limit status:

1. If you are authorized to override a blocked sale, you have been supplied with the Override Password. Enter the password in the Override Password field.



2. Click the Override button.
   
   If you received the message when you selected the customer card for the sale, you return to the Sales window, where you can resume entering the sale and record the sale.
   
   If you received the message when you clicked the record button in the Sales window, the sale is recorded.

Related topics

• Handling a sale to a customer who has exceeded the credit limit
• To handle a sale when a customer exceeds the credit limit
• To handle a sale when a customer is on credit hold
• Making sales