Applying a Credit limit prevents additional POS charges being made against that particular debtor account, once the Account Balance has reached the specified limit.

NB: A Credit limit of 0.00 means the debtor has NO Credit limit and they may continue to charge regardless of current balance.

Setting a Credit Limit

Individual debtors

From the main menu:

  • 3 Debtors, 1 Maintain Debtor Accounts
  • Recall the debtor. (If the debtor is not displayed on the list press F7 [Show Hidden] and review the list again).
  • Enter the Credit limit required

  • F12 [Accept Details]

In Bulk

From the main menu:

  • 3 Debtors, 3 Maintain Debtors in Bulk
  • If you want to use this selection in the future type a recognisable name into the Criteria name field
  • Use a criteria to recall a specific group of debtors (eg all debtors with a 3 month balance greater than $10).
  • F12 [Accept Details] to generate the list
  • F9 [Fees, Limits]
  • 1 [Credit Limit]
  • Enter the Credit limit required
  • F12 [Accept Details] twice and select Y [Yes] to change debtors

Staff will now receive a prompt at POS saying “Amount will cause account balance to exceed credit limit” and the customer should find another method of payment.

NB: Once a debtor has paid their account (or overdue balance) you may want to consider removing the credit limit again.