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Manage credit customer

Details, rate chart, ledger, orders, invoices, and API key for one credit account.

Customers → Credit Customers → Manage (/customers/credit/{id}) is the full credit account.

Who can open it: same menu as the credit list.

Tabs

TabWhat you do
DetailsView and edit the profile. Double-click a field or use Edit, then Save.
RatechartThis customer’s selling chart. Same editor as Customer rates.
AccountLedger / passbook. Add entries in the ledger sheet.
OrdersThis customer’s consignments (same table as All Orders, without client name).
InvoiceInvoices for this customer.
SettingsAPI key (generate, copy, regenerate, hide) and danger zone (delete / restore).

If something goes wrong

  • Ratechart empty: booking still quotes Common rates when the path exists there.
  • API key shown once: copy it before you leave; regenerate replaces the old key.
  • Delete blocked: the confirm dialog explains why (open orders, unpaid invoices, and similar).