Sales

Handling a sale to a customer who has exceeded the credit limit

You can set a default credit limit for all your customers (To set default credit terms for all new customers). You can also set a credit limit for an individual customer (To set or change credit terms for a single customer).

To make these limits useful, you can set a preference in the Preferences window - Sales view to be warned before recording an invoice if the customer's credit limit is exceeded.

If you do both those things, set a credit limit for a customer and select the Credit Limit preference, when you enter a sale for the customer:

• An alert message appears when you select the customer card if the customer already exceeded the credit limit.

• An alert message appears when you try to record the invoice if the limit is not yet reached, but will be passed with the amount you enter in the current invoice.

The alert message you receive informs you that the credit limit either has or will be exceeded and you can either continue with the sale or cancel it.

Step by step

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

Related topics

• Assigning credit terms to your customers
• Setting up credit terms for all new customers
• To receive a warning when a customer exceeds the credit limit
• Setting up credit terms for all new customers
• Handling a sale to a customer who has been placed on credit hold