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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 a week ago

To modify a clients credit limit follow the below instructions.

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

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

  3. Search for the contact you wish to view.

  4. Click the contact to display the contact detail view.

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

  6. Click the save icon. 

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