Help center › Customers & credit

2 min read · Updated 18 Sept 2026

A credit limit warns your staff before a customer’s unpaid balance grows past what you allow.

1. Open Customers and pick the customer.
2. Tap Edit and enter a Credit limit.
3. Save. A sale on credit that would pass the limit shows a warning before it is saved.

Owners and managers can still approve a sale over the limit.