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How To Adjust Customer Credit Limits

This page helps you to 'Adjust Customer Credit Limits'.

It's part of the 'Sales/Customer Accounts' how-to series.

Note

By default, when stores create customers, the limit is set to zero.

First step, Search for and open a customer account.

Notice the 'Account Summary' section.

There are three parts:

  • Current Credits
  • Current Debits
  • Total Available

Select the 'Adjust Credit Limit' button.

A pop-up appears.

  1. Enter the credit limit value.

  2. Select the 'Adjust Level' button.

View the updated values in the 'Account Summary' section.

Customer Accounts


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