To edit a customer’s credit, you will first need to navigate to the customer profile, then select either the:
- “Credit History” on the side column below the BOOK NOW button.
- The blue highlighted dollar amount beside “Available Credit”
Then select the “Edit” highlighted in blue and adjust the credit as required (including adding notes regarding the requirement for the change) and “Save Changes”.
If you want to remove the entire credit amount, check out how to remove the credit.