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How to modify a clients credit limit.
How to modify a clients credit limit.

Describes how to modify a clients credit limit.

Chris Minassian avatar
Written by Chris Minassian
Updated over 5 months ago

To modify a clients credit limit follow the below instructions.

  • Click on the Contacts link from the BusinessMind home page.

  • Select either All Contacts or All Organizations depending on if your client is a person or a company.

  • Search for the contact you wish to view.

  • Click the contact to display the contact detail view.

  • Click in the Balance Limit field and modify the balance limit.

  • Click the save icon to save your changes. 

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