Assigning credit limit

You can assign credit limit to your customers.. This credit limit acts as 'bank balance' for this customer and allows the customer to purchase plan/resources up to the limit specified here.

To assign credit limit:

  1. Click on Credit Limit link in Plan Manager menu.

  2. Select the customer from accounts listing and click on the button.

  3. Enter the customer's credit limit in Credit Limit field. This credit limit acts as 'bank balance' for this customer and allows the customer to purchase plan/resources up to the limit specified here.

  4. Click on the button.

 

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