Establishing an A/R Limit

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Accounting > Accounts Receivable > Customers

Inside the Primary Grid:

1. Filter/Sort the primary grid to locate the customer record.

2. Select the customer by clicking on the corresponding line.

Within the Customer Record:

3. Input a dollar amount that is greater than $0.00 in the Credit Limit field.

4. Click the [Save] button in the Action Ribbon.

· Establishing a Credit Limit grants A/R privileges to the customer.