Managing customer credit limits is important for maintaining financial control and customer relationships. You manage credit limits mainly on the Customer page.
The Customer page includes several credit statuses and limit settings. These settings are used in rental and sales orders.
Before managing credit limits, review the credit and collection parameters. Define how the business should handle customer rentals. Consider the following:
Message if a customer exceeds the credit limit: choose from 'error', 'warning', or 'review'.
Credit limit checks: choose from 'no warnings', 'based on credit status', or 'based on balance'.
Credit status options: select from 'approved', 'request limit', 'request pending', 'pending approval', or 'rejected'.
Manual credit limit editing: choose 'yes' or 'no'.x`