- Click on “Clients” from the main menu.
- Click on “Manage Clients“.
- Perform “Add a Client” or [“Edit Client“].
- Add a value for “Credit Limit” according to the currency specified in the client account.
- Add a “Credit Period Limit” specified in days.
- Click the “Save” button.
- It is not mandatory to enter both the Credit Limit and Credit Period Limit at the same time.
- If only the Credit Limit is activated: The client will be subject to a maximum allowable debt on the account without being restricted by a repayment period.
- If only the Credit Period Limit is activated: The client will be restricted by a period to pay off the outstanding debt, without being restricted by a maximum allowable value for this debt.
- If both Credit Limit and Credit Period Limit are activated: The client will be subject to both a maximum value for the outstanding debt that cannot be exceeded, and a repayment period that must not be exceeded.