{"id":29699,"date":"2025-02-13T13:31:53","date_gmt":"2025-02-13T13:31:53","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/%d8%a5%d8%b6%d8%a7%d9%81%d8%a9-%d8%a7%d9%84%d8%ad%d8%af-%d8%a7%d9%84%d8%a7%d8%a6%d8%aa%d9%85%d8%a7%d9%86%d9%8a-%d8%a7%d9%84%d9%85%d8%af%d8%a9-%d8%a7%d9%84%d8%a7%d8%a6%d8%aa%d9%85%d8%a7%d9%86%d9%8a\/"},"modified":"2025-02-13T13:35:44","modified_gmt":"2025-02-13T13:35:44","slug":"setting-the-credit-limit-credit-period-limit-of-a-client","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/setting-the-credit-limit-credit-period-limit-of-a-client\/","title":{"rendered":"Setting the Credit Limit\/ Credit Period Limit of a Client"},"content":{"rendered":"
    \n
  1. Click on \u201cClients<\/strong>\u201d from the main menu.<\/li>\n
  2. Click on \u201cManage Clients<\/strong>\u201c.<\/li>\n
  3. Perform \u201cAdd a Client<\/strong><\/a>\u201d or\u00a0[\u201cEdit Client<\/strong>\u201c].<\/li>\n
  4. Add a value for \u201cCredit Limit<\/strong>\u201d according to the currency specified in the client account.<\/li>\n
  5. Add a \u201cCredit Period Limit<\/strong>\u201d specified in days.<\/li>\n
  6. Click the \u201cSave<\/strong>\u201d button.<\/li>\n<\/ol>\n
      \n
    • It is not mandatory to enter both the Credit Limit and Credit Period Limit at the same time.\n
        \n
      • If only the Credit Limit is activated:<\/strong>\u00a0The client will be subject to a maximum allowable debt on the account without being restricted by a repayment period.<\/li>\n
      • If only the Credit Period Limit is activated:<\/strong>\u00a0The client will be restricted by a period to pay off the outstanding debt, without being restricted by a maximum allowable value for this debt.<\/li>\n
      • If both Credit Limit and Credit Period Limit are activated:<\/strong>\u00a0The client will be subject to both a maximum value for the outstanding debt that cannot be exceeded, and a repayment period that must not be exceeded.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n","protected":false},"author":23,"featured_media":0,"template":"","categories":[2131],"tags":[2759,2408],"class_list":["post-29699","tutorial","type-tutorial","status-publish","hentry","category-manage-clients","tag---en","tag----en"],"yoast_head":"\nSetting the Credit Limit\/ Credit Period Limit of a Client - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/tutorial\/setting-the-credit-limit-credit-period-limit-of-a-client\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Setting the Credit Limit\/ Credit Period Limit of a Client - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"Click on \u201cClients\u201d from the main menu. 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Click on \u201cManage Clients\u201c. Perform \u201cAdd a Client\u201d or\u00a0[\u201cEdit Client\u201c]. Add a value for \u201cCredit Limit\u201d according to the currency specified in the client account. Add a \u201cCredit Period Limit\u201d specified in days. Click the \u201cSave\u201d button. 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