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Set the credit limit for a customer

You can set the credit limit for a customer in the Business relationship tab in the data of that same customer. 

Once the credit is entered and saved, the calculation for all the unpaid amounts of the open bookings and the invoices for that customer will be calculated,
If the sum of these amounts does not exceed the credit, the customer is not over the credit limit. 
An overexposure notification will be shown when you choose the customer in a quotation or booking.


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Sengerio SUPPORT | 2020