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Credit Limit

It is possible to add a credit limit to a customer. If a quotation, order or invoice are created for a customer who has exceeded their credit limit, a warning is issued that the customer’s limit has been exceeded. Similarly if booking an invoice that will exceed the limit, the system issues a warning. The warning can be ignored and the sale can be booked should you so wish.

This short video shows you how:-
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Read more about creating a new customer