Tech Note: How Customer Credit Limit Is Calculated and Validated

Unless the “Allow to Exceed Credit Limit” checkbox is marked in AR/SO Module Setup, when entering a Sales Order or Customer Invoice AccountMate validates whether your customers have exceeded their credit limits and you can proceed only when your customer has available credit.

Since it’s important to know how Credit Available is calculated, we provide Article #1319: How AccountMate Calculates and Validates Customer Credit Limit.