Define credit limits for a customer when creating rental or sales orders. The limit can be mandatory and either limited or unlimited. You can also set an expiration date to control the credit period.

New rental orders and quotations will use the latest credit limit settings. Existing rental orders must be updated manually if changes are required.

Standard procedure

1.	Go to Accounts receivable > Customers > All customers.
2.	In the list, click the customer in the selected row.
3.	Expand the Credit and collections section.
4.	Click Edit in the action pane
5.	Select Yes/No in the Mandatory credit limit field.
6.	Select Yes/No in the Unlimited credit limit field.
7.	In the Credit limit field, enter a number.
8.	In the Credit limit expiration date field, enter a date.
9.	Click Save.