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How to extend an accounts Credit Limit

This article details the steps required to temporarily extend the credit limit on an account

Noel Collings avatar
Written by Noel Collings
Updated over 3 months ago

Overview

While Credit Limits can be set either in Weighsoft or via your accounts package, there may be times when you ned to extend that limit temporarily


Process

  1. Navigate to the account in question

  2. Click on Credit Extension on the left-hand side

In the following screen enter a date at which the extension will expire and click on Set

Note: the date is inclusive, so setting the date to 01/10/25 will mean the extension expires on 02/10/25

Once set, that account will bypass all Credit Limit checks until that date is met, at which point the extension will be automatically removed.

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