Summary:
This article documents the functions and usage of the Customer Credit Setup functions which can be accessed through several functions of the system.
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Pre-Requisites
- Companies
- Customers
- Users
Step-by-Step Guide
The following steps must be completed in order for a successful implementation of the Customer Credit functionality:
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The Credit Limit grid is where the user creates the Credit Limit(s).
Effective
The Effective field is a date field that will allow the user to specify which date this Credit Limit will be made available for use.
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