Sales > Credit control > Credit limits
A credit limit is the maximum amount of credit you allow a customer to charge to their account. You can set a default credit limit for all new customers or set a specific credit limit for a single customer.
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warn users before recording a sale that will exceed a customer’s credit limit.
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prevent certain users from recording a sale that will exceed a customer’s credit limit. This preference allows you to set an override password to allow approved users to record the sale.
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Click the Customer tab and select the customer for whom you want to set a credit limit.
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Type the customer’s credit limit in the Credit Limit field.
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To receive a warning when a customer exceeds the credit limit
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Click the Sales tab.
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Select the If Credit Limit is Exceeded on Sale preference and choose Warn and Continue from the list.
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Click OK.
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To prevent the recording of a sale when a customer exceeds the credit limit
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Click the Sales tab.
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Select the If Credit Limit is Exceeded on Sale preference and select Prevent Unless Overridden from the list. The Credit Limit Override Password window appears.
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If you are logged into your company file as Administrator, you can change the credit limit override password in the Credit Limit Override Password window. To open this window, choose Preferences from the Setup menu, click the Sales tab and then click Set Override.
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