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How to Set a Credit Limit on a Debtor Account

The purpose of this document is to show how to set a credit limit on a particular debtor.

This can be done in 2 steps; searching for the specific debtor that you would like to amend and setting the credit limit of such debtor.

  • Go to AccountsDebtorsDebtor Master File 
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  •  Find the debtor you want to set a credit limit to. Simply search for them in the Name Field (F4) to search. 
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  • Go to Options –in the bottom right corner of the options screen you will see “ Credit Limit” 
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  • You can select “Limit Type”, “Limit Amount”, and also “Period Limit “and also “Stop on Limit” 
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  • Once you have set your Credit Limit for the debtor just go back to the “Name” field and F2 save. 
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