Credit Limit

The Credit Limit field in Customer details determines whether the customer is an Account or Cash customer.

How to edit customer credit limit

  1. Go to Setup > Customers, search for customer then click customer to edit.
  2. In the customer details page click the Account / Payment Terms subheading.
  3. Change the Credit Limit field to 0 for Cash customer.
  4. Leave Credit Limit blank for Account Customer with no limit.
  5. Enter an amount for an Account Customer with a specific limit.

Stop Credit

The Stop Credit field will keep the customer active, however new quotes bookings and invoices cannot be created via the Sales page.  A warning shows in the Sales page, and Payments can still be processed.


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