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Setting the Credit Limit/ Credit Period Limit of a Client

  1. Click on “Clients” from the main menu.
  2. Click on “Manage Clients“.
  3. Perform “Add a Client” or [“Edit Client“].
  4. Add a value for “Credit Limit” according to the currency specified in the client account.
  5. Add a “Credit Period Limit” specified in days.
  6. 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.