To handle a sale when a customer has exceeded the credit limit

If a customer has exceeded or is about to exceed the credit limit, you may see an alert while entering 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.)

Depending upon the credit limits you've set and whether or not you've made a credit preference selection, you can do the following:

Record the new invoice despite the credit limit status. Click the Continue button.

If you received the Customer's credit limit has been exceeded message, you return to the Sales window, where you can resume entering the sale and record the sale.

If you received the Customer's credit limit will be exceeded message, the sale is recorded.

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.
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.

Cancel the sale. Click the Cancel Sale button. Note: You must cancel the sale if you are not authorized to enter the override password.