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1. Go to the Accounting tab.
2. Go to Enforce X Dispatch Credit Limit and/or Enforce X Internet Credit Limit and select how you would like to enforce credit limits. You can choose between:
   • Ignore - Any credit limit set on a customer record will be ignored and all orders can be placed.

   • Warn - This option is only available for Enforce X Dispatch Credit Limit. A warning will be displayed when entering the Customer ID of a customer with a credit limit when placing an order or editing any posted route stop.

     

   • Enforce - A warning will be displayed when entering the Customer ID of a customer with a credit limit when placing an order or editing any posted route stop. See Configure Internet Credit Exceeded Message for the warning message in X Internet.

     
     

     The Warn and Enforce message for all orders placed inside of X Dispatch is set by CXT Software and cannot be changed,

3. Click OK or continue to the steps below to configure the internet credit exceeded message.

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creditExceededMessage creditExceededMessage

Configure Internet Credit Exceeded Message

1. Go to the Internet Options tab.
2. In the Orders section under Credit Exceeded Message, enter the text you would like to display.
3. Click OK.

Export from QuickBook and Import to X Dispatch

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