QuoteMachine keeps track of credit account limits established within Lightspeed X-series. Once a limit is set in X-series, QuoteMachine synchronizes it, ensuring the amount reflects accurately in both systems.

Create a Credit limit by going to Contacts > Click into customer account > Click on pencil icon beside Credit limit. From here, enter the amount you wish to give your customer.

Once you enter the amount, the limit will automatically sync to Lightspeed X-series.

​If you wish to create or change the credit limit in Lightspeed X-series, the credit limit automatically update in QuoteMachine.

For more information on Credit Limits, please check out Setting and Overriding Customer Credit Limits.