Company Profile - Credit

This article will focus on the Credit Section of the Customer Company Profile:

Quick Reference Video Summary:

• Credit Status, Credit Limit, and Payment Terms are configured here
• Credit Status will be set here to establish the Customer's credit status in the system; you can set credit holds, or set up the company to go one shipment at a time, among other settings...
• Credit Limit can be used to explicitly set a Credit Limit in a free text field
• Payment Terms affect customer invoices; Payment terms show up on the customer invoice
  • Ex. Entering a Value of '30,' i.e. net 30, means the customer has 30 days from the invoice date to pay the invoice.
  • The invoice will have a date indicating what day it should be paid according to this setting