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How to set a different debt limit for a customer
How to set a different debt limit for a customer
Julio Cesar Moura Bottino Junior avatar
Written by Julio Cesar Moura Bottino Junior
Updated over a week ago
  1. Access the CUSTOMERS screen

  2. Double-click on the desired CUSTOMER to open the registration.

  3. Click on CUSTOMER ACCOUNT and then on DEBIT LIMIT VALUE.

  4. Select the option THIS CUSTOMER HAS A DIFFERENTIATED LIMIT and indicate his/her LIMIT VALUE.

  5. Click on SAVE to finish.

Done! 👍 You have defined the differentiated debit limit value for the customer.

🌟 Tip: you can define a default limit value for all customers by clicking on CHANGE DEFAULT LIMIT.

If you prefer, click here and access the detailed tutorial on how to set a customer's debit limit.


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