Credit limits can be set up for individual customer accounts to prevent new charges from being added to their account if they owe more than a set amount or fall too far behind on payments.

  1. From the main screen of Retailer, click on the Customer button.
  2. Click on the Other tab and make sure that Account Customer is ticked.
  3. Click on the Credit tab.
  4. At the bottom of this screen, tick the box labelled Enable Credit Limit By.
  5. There are two different methods for setting a credit limit:
    • Dollar Value allows you to set a maximum amount that can be credited to their account before they are no longer able to put anything else on credit.
    • Days allows you to set the maximum number of days they can owe money before their account is suspended.
      The option for the number of days will depend on the Aging type selected in the Other tab:
      • 7 Days Aging options
        1. 7 Days
        2. 14 Days 
        3. 21 Days + 
      • 30 Days Aging Options
        1. 30 Days
        2. 60 Days
        3. 90 Days +
      • End of Month Aging options
        1. Last Month
        2. 2 Months
        3. 3 Months +
      • End of Following Month Aging options
        1. 2 Months
        2. 3 Months
        3. 4 Months + 
  6. In Credit limit sale types, click the plus or minus icons to add or remove sale types that the credit limit will apply to.
    The options include Invoice, Layby, Order Charge, Valuation and Duty Free Sale.
  7. Click Save.
  8. Click Close.

    9. When a customer exceeds their credit limit for the relevant sales, an error message will appear in the POS screen.