How to add a customer with a credit limit
Add an individual customer with contact details, a credit limit and payment terms, and find the new customer in the Customers list.
In this video
- Enter the customer type, name and contact details
- Set a credit limit and payment term
- Confirm the customer in the Customers list
Step by step
- Open Contacts, then Customers, and choose Add.
- Pick the contact type, individual or business, and enter the name.
- Add the mobile number, e-mail and address.
- Set the credit limit and the payment term, for example 30 days.
- Save and find the customer in the Customers list.
Why it matters
A credit limit caps how much a customer can owe you, and the payment term says when each invoice is due. Together they protect your cash flow: the system knows who is overdue and how much more you can safely sell on credit.
All Customers and suppliers videos
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2:23
Lesson 2
How to add a supplier
Add a supplier business with its VAT number, CR number and payment terms, and find it in the Suppliers list.
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2:29
Lesson 3
Opening balances and the contact ledger
Record what you already owed a supplier before you started using the system by entering an opening balance, then see it as the first line of the supplier's ledger.
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