Credit Limit

Although your credit limits are established in your business rules, we have provided a "Credit Limit" link shortcut in the header section of the Customer Profile Page.

The Credit Limit Link enables you to manually increase or decrease a customer's credit limit as needed.

 

When you click on the credit limit link, a small window will open that allows you to either increase or decrease a credit limit for a specific customer. Once you have adjusted the customer's credit limit, click the update button and the window will close.

 

Customer "Credit Limits" are setup in your "Business Rules" and you would have to set them up in "Customer Site" Settings if you allow a customer to apply via the Members Portal.

 

For more information For more information on Business Rules and Customer Site Settings, click on the appropriate link.