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  1. Open the customer record. Navigate to Customer tab > Misc tab.
  2. Note the Display of:
    1. Credit limit - The maximum amount of credit to be extended to the customer as determined by the Credit Manager from the Credit Application.  Enter 0 (zero) if no limit is to be assigned.  When entering an invoice or an order, if the customer will exceed this limit, the transaction will be processed according to the setting in the “Credit Code”.
    2. AR Balance - Displays the current balance of any outstanding invoice or credit.   
    3. Credit Stop Days- The number of days allowed for payment of the account before stopping credit for this customer.  Enter all 9’s for unlimited.  The system will allow a cash sale or cash refund for said customer.  When entering an invoice or an order, if the customer will exceed this limit, the transaction will be processed according to the setting in the “Credit Code”.
    4. Credit Code- This field will determine how the customer’s order/invoice will be processed in the Sales Ticket Entry program when the credit limit is reached. The credit limit will be set in the “Credit Limit” and “Credit Stop Days” fields on this screen.
      1. Refer to the linked page for detailed information on the individual Credit Codes:  Credit Codes
    5. Active flag-
    6. PO Required Flag-
    7. Credit Hold Flag-

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