---
title: How do I add a credit limit to a customer?
description: Here is a guide on how to set up credit limit(s) to desired customer profiles.
---

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# How do I add a credit limit to a customer?

## Here is a guide on how to set up credit limit(s) to desired customer profiles.

Certain customers may be permitted to order from you on credit - however, there is likely a limit to that credit. Here is how you can apply that. 

First, in **ERP, go to CRM \> Customers.**

![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Jul-01-2024-04-54-14-0169-PM.png?width=670&height=202&name=image-png-Jul-01-2024-04-54-14-0169-PM.png)

Locate the customer you wish to update (using the [search and filter tools](https://support.digitbridge.com/digitbridgeclientknowledgebase/how-do-i-use-the-sort-and-filter-tools?hsLang=en)), **click Apply**, and **click on the customer.**

![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Jul-01-2024-04-58-31-8077-PM.png?width=670&height=149&name=image-png-Jul-01-2024-04-58-31-8077-PM.png)

Make sure you are in **Edit** mode.

![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Jul-01-2024-05-00-30-5867-PM.png?width=651&height=104&name=image-png-Jul-01-2024-05-00-30-5867-PM.png)

In the **Accounting** tab, **click the dropdown for Validate Credit** and **select CreditLimit**. **Enter the limit in the Credit Limit field**.

![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Jul-01-2024-05-02-39-5615-PM.png?width=670&height=205&name=image-png-Jul-01-2024-05-02-39-5615-PM.png)

 **Click Save.**

![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Jul-01-2024-05-05-18-9224-PM.png?width=670&height=60&name=image-png-Jul-01-2024-05-05-18-9224-PM.png)

**Click Yes.**

![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Jul-01-2024-05-05-32-3083-PM.png?width=451&height=196&name=image-png-Jul-01-2024-05-05-32-3083-PM.png)

Now, whenever a customer with this setting turned on places an order that will exceed their credit limit, that order will be put on **Hold**.

 

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