Adjust credit limits for a customer or a customer group. You can also update the customer and credit group assignments.

Create a temporary credit to override the customer's limit. After the specified end date, the original limit is restored.

Standard procedure

1.	Go to Accounts receivable > Customers > All customers.
2.	In the list, find and select the desired customer record.
3.	On the Action Pane, click Credit management.
4.	Click Credit limit adjustments.
5.	Click New.
6.	In the list, choose either credit limit or temporary credit limit. If you choose credit limit adjustment it will have an expiration date. But, if you choose temporary credit limit it will have a date range ''from'' ''to''. Otherwise, both share the same fields and act in the same way
7.	Click Lines.
8.	In the list, mark the selected row.
9.	In the Customer account field, enter or select a value.
10.	In the Customer account field, enter or select a value.
11.	Choose customer credit group (If defined previously). If a customer credit group is chosen then credit limit and expiration date on that limit will be filled out automatically
12.	In the Expiration date field, enter a date.
13.	Click Save.
14.	Click Post.