Updating Credit and Tax Details for a Customer

Learn how to manage customer credit details in 10X ERP proficiently. This guide will help you seamlessly navigate the steps to modify essential credit and tax information.

  • Locate the specific Customer using any Search Method
  • Navigate to the Credit Details and Tax Details Sections
  • Enter Edit Mode to change parameters
  • Parameters include Always Pass Credit Check, Consolidated Invoices, and No Invoice Required
  • Ensure qualified Users have access through the Admin Permissions
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