Set up credit insurance limits and customer statuses. The insured amount, along with effective and expiration dates, defines the insurance coverage.

Use credit check statuses to restrict credit or transactions while still allowing actions such as payments or quotations.

New rental orders and quotations will apply the latest credit insurance settings. Existing orders must be updated manually if changes are needed.

Standard procedure

1.	Go to Accounts receivable > Customers > All customers.
2.	In the list, find and select the desired record.
3.	In the list, click the link in the selected row.
4.	On the Action Pane, click General.
5.	Click Credit insurance.
6.	Click Edit.
7.	Select Yes in the Mandatory credit limit field.
8.	In the Credit limit field, enter a number.
9.	In the Credit check status field, select an option.
10.	Expand the Credit limit rules section.
11.	Click Add.
12.	Select the Active check box.
13.	In the Effective field, enter a date.
14.	In the Insurance amount field, enter a number.
15.	Click Save.