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A customer’s Credit Limit is an account setting. Review the shop’s approved amount and current account records before changing it. Customer-group pricing and loyalty points are separate settings.

Review the customer

1. Find the exact customer in Customer List and compare identifying information.
2. Review their existing on-account orders, payments and any unresolved balance query.
3. Open Edit and find Credit Limit.
4. For an intended authorised change, enter the approved amount and review the other fields before Save changes.
5. Reopen the record and verify the value, then check the intended account-payment eligibility at the relevant till or checkout.

Limit versus credit available

A configured limit and the amount available for a new purchase are different values. Existing orders, payments and shop-specific account features can affect the account state. Investigate the actual records rather than raising the limit merely to bypass a missing tender.

Example: a customer can no longer buy on account

Confirm the selected customer, saved limit, outstanding orders and recorded payments. A payment received but not correctly recorded or allocated can need reconciliation rather than another sale or a larger limit.

Check the channel

Till account tender eligibility and the webshop’s configured payment methods need their own checks. Saving a limit does not prove that every checkout offers On Account.

Record an account sale · Receive an account payment.

Review Savings Club separately

The editor may show Allow unallocated payments on account to be used in addition to credit limit – (Savings Club)? with Yes/No choices. This is separate from Credit Limit, points and delivery choices. Record the current selection and inspect unallocated payments before an intended change. Do not enable it to bypass a disputed balance; verify account eligibility in the channel used.

If the saved limit does not resolve the problem

1. Reopen the exact customer record and compare the saved Credit Limit with the intended amount.
2. Confirm that this customer is selected in the sale. A similarly named customer may have different account records.
3. Review outstanding orders, received payments and allocations. Keep the configured limit separate from credit currently available.
4. Check the channel’s account-payment setup, including the till’s account tender settings where applicable.
5. If the balance is disputed, preserve the references and reconcile them before changing the limit or recording another payment.