• "How do I set an account limit or credit limit?"


Resolution Steps

 

  1. On the left menu, click Contacts & Vessels > Contacts.
  2. Select the Contact.
  3. Click on Edit (pencil icon).
  4. Find the Account Limit field and enter a specific dollar amount.
  5. Click Save. 

 

Verification: Create a test invoice that totals more than the limit amount under that customer's account to verify it's working.