Credit Details for Clients

Accountants Enterprise only

This window allows you to set credit limits for contacts in your database.

Hold

Answer either [Y] or [N] at this field. If [Y] is entered at this field, when entering time sheets for this name in PMA and Practice Time Sheets (BTS), you will be notified that the contact is on credit hold.

Limit Amount

A twelve character numeric field; enter the amount of the credit limit applicable to the contact on which you are currently working.

Limit Days

Enter the number of days credit required for the contact on which you are working.