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How to configure a debt limit for a customer

You can set a debt default limit for all customers or set a custom debt limit for a specific customer. In addition, it is possible to configure so that a customer cannot record a debt.

Important

  • This feature is available to Nex subscribers. Learn more about our program subscription plans.
  • To use the debt feature, you must have a customer registered in your Nex. See here how to register a customer.

Shall we learn how to configure the debt limit?

1. Go to CUSTOMERS screen.

2. Select the CUSTOMER and click on EDIT - F2 on the customer's record.

3. Click on CUSTOMER ACCOUNT and then on LIMIT AMOUNT FOR DEBT.

4. Select one of the available options to configure the debt limit.

You can select one of the available options: Follow default limit, which allows a debt limit as the default; Do not allow debts for this customer, when the customer is not allowed to buy and left a pending payment; or This client has a different limit, if he/she has a limit greater or less than the default limit.

‍5. If you wish, change the default limit for debts by clicking on CHANGE DEFAULT LIMIT.

This limit will be used for all customers who follow the standard debt limit.

‍6. After selecting one of the options, click on SAVE - F2.

7. Click on SAVE - F2.

Done! Now the customer's debt limit is configured. If you have changed the default limit, all other customers who are following the default limit will have its debt limit redefined.

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