Set up credit information

If your business regularly uses a credit checking bureau to assess your customer credit risk and you are connected to the Internet, you can set up this information in the Settings area of the Accounting System Manager.

Open: Accounting System Manager > Settings > Credit Information.

  • The Credit Bureaus tab allows you to set up the bureau's website details.
  • The Credit Positions tab allows you to set up some credit statuses that can be applied to a Customer and Supplier record.