Support CentreAdvanced ModulesCity Ledger City LedgerHow to Increase/Decrease the Credit Limit on a City Account

How to Increase/Decrease the Credit Limit on a City Account

In this article we show how you would increase or decrease the current credit limit on existing City Accounts within the City Ledger Module.

Search for the desired Account

Go to Operations > City Ledger and locate the City Ledger Account whose credit limit you wish to increase/decrease. If you do not see the desired City Ledger Account in the list, it could be for one of two reasons:

  • The City Ledger Account is Closed. In this case, select the Closed dial at the  bottom of the screen to view all of your closed City Accounts.
  • The City Ledger Account has a Zero Balance. In this case, check the Show Zero Balance Accounts check-box at the bottom of the screen to view all of your City Accounts, with or without a 0 balance.
Search for the desired Account

Open the Account Master

Double click on the City Ledger Account to open it OR select the City Ledger Account (ensure the black arrow is pointing towards the account) and click the View Details button at the top of the screen.

Open the Account Master

Editing Account Details

Proceed to the Account Details tab and select the Edit Account button below.

Editing Account Details

Adjusting the Credit Limit

Enter the new Credit Limit, and select Save to save the change.

Adjusting the Credit Limit