A credit limit is the maximum amount of credit you allow a customer to charge to their account. You can set a default credit limit for all new customers using the Sales Easy Setup Assistant (see ‘Set up sales’), or set a specific credit limit for a single customer.
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Click the Customer tab and select the customer for whom you want to set a credit limit.
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Click the Selling Details tab.
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Click the Action menu icon (
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Type the customer’s credit limit in the Credit Limit field.
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Click the Sales tab.
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Select the Warn if Credit Limit is Exceeded on Sale from the list.
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Click OK.
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