How to set a credit limit, term and personal discount for a member

1. Go to “customer information setup” in toolbars.

2. Select a customer and click “edit”.

3. Modify credit limit and term that allowed to your customer.

4. If you want to give a customer a special discount all the time, you can set select a price or set a discount rate.

5. Or you can check the box to use cost price as the sales price for this customer.

Updated on 10 July 2022

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