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9130 3479 7465 0806
Level 1

How can set the credit limit for the customers

 
3 Comments 3
RaymondJayO
Moderator

How can set the credit limit for the customers

Thanks for posting in the Community, @9130 3479 7465 0806

 

Setting the credit limit for your customers is currently unavailable in QuickBooks Online (QBO). But I've got a workaround you can perform to help achieve your goal.

 

Let's utilize the Notes field so you can manually enter the credit limit for your customers. I'll guide you how.  

  1. Go to Sales from the left menu and select Customers.
  2. Locate and choose a customer from the list. 
  3. Click Edit to open the Customer information window. 
  4. Go to the Notes tab.
  5. Enter the information in the Notes field. For example, I used "Credit Limit: 50,000".
  6. Choose Save.

 

The screenshot below shows you the last three steps. Repeat the process above for the other customers. For the detailed instructions, check out this article: Use Notes

EnterACreditLimitInTheNotesField.PNG

 

I recommend visiting our Resource Centre so you'll stay updated on our product innovations. 

 

Lastly, you can run the Customer Contact List report and then customise it by adding the Note column. Doing so will help you include the notes to identify each customer's credit limit. I've attached a screenshot below on how it looks like in QBO. 

CustomerContactListReport1.PNG

 

Just click the Reply button below if you need anything else. We're around to lend a helping hand.

Fiat Lux - ASIA
Level 15

How can set the credit limit for the customers

@9130 3479 7465 0806 

If you are using an inventory management app, you may set a credit limit to each customer to manage their orders.

SAMEH EWIS
Level 2

How can set the credit limit for the customers

The answer about this question is not limitation but this is only annotation in the notes area for each customer. It will not restrict users from create invoices for customers above limit