Articles on: Customer and Vehicle Management

Set up customer credit limit

How to Set the Credit limit for your customer?

Follow below steps.

Step 1 : Click on More

Step 2 : Click on My Customers

Step 3 : Search the customer and click on the customer name

Step 4 : Click on three dots at top right corner

Step 5 : Click on Credit settings

Step 6 : Enable the Credit

Step 7 : Click on Agree

Step 8 : Submit the Credit limit, No days and Discount percentage if you want to offer a fixed discount to this customer.

Step 9 : Click on Set

The credit limit is set for your customer.

Here is a short video for your quick reference.

Feel free to reach us if you have any questions or need help with the customization of your inspection sheet.

PS: How to generate the customer due report?
Refer to this article

Updated on: 28/02/2022

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