Customer accounts

Set and review customer credit details

Use the advanced customer fields for account customers.

1 min readUpdated
On this page

Step by step

  1. Open the customer and choose Edit.
  2. Use Show advanced fields to review credit and account options available for the customer.
  3. Enter or update the credit limit and terms where offered.
  4. Save and review the customer’s balance before extending more credit.

Good to know

A credit limit is a control, not a payment or a write-off of an existing balance.

Open in PatoHQ (opens in a new tab; sign-in may be required)

Available actions depend on your role, enabled modules and plan.

Need help with this guide?

Contact support