What is it?

Define the credit limit you’ve given your customer.

These limits are checked when you approve sales orders and make dispatches.

When do I do it?

When you define a new customer or their credit terms change.

How do I get there?

Press the Account button on the Add Customer form.

What must I do?

Fill-in Account Ref, Credit Limit and As At.

Others as desired.

Press Save, Close, etc. as appropriate.