(With the client record open)

1. Click on the "Credit" Tab.

2. Enable the check box "Has Credit".

3. Enter the amount of credit you wish to give this client in the "Credit Limit" box and press Enter.

4. The "Available Credit" box will auto-update with the correct amount.

5. Click Save to update the information.

(The open items area at the bottom of the screen will list currently pending invoices for this client if there are some)