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.
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.
Editing Account Details
Proceed to the Account Details tab and select the Edit Account button below.
Adjusting the Credit Limit
Enter the new Credit Limit, and select Save to save the change.