# Adding a customer and setting a credit limit

> Creating a customer from the customers screen or the till, setting the credit limit, price list and group, and what happens when a credit invoice exceeds the limit.

Section: Customers & debts · verified against the product on 2026-09-14

Canonical: https://dashing.krd/en/help/add-customer-credit-limit

## Steps

1. Open "Customers" and press "New" (or from the till: "Add customer" during a credit sale).
2. Enter the name and phone number (used to send the statement on WhatsApp), and the city if you like.
3. Set the credit limit in dinars, or leave it at "No limit".
4. Optionally: a "Price list" (say "wholesale") to re-price their cart automatically at the till, and the "Group / segment" that offers target.
5. Save. The customer page shows the outstanding balance, the four aging buckets, the "Oldest unpaid invoice", and the "Collect payment" and "Account statement" buttons.

## Notes

- To import a whole customer list: "Import customers" from a CSV file with name, phone and city columns (old balances are not imported).
- A customer file that is just one column of names with no header imports as is.

## What the system does not do

It does not charge late interest, and it does not send reminders by itself; a reminder is a message you send from WhatsApp.

## Common questions

**Can I sell to a customer with no credit limit?**

Yes, "No limit" means credit is never stopped. A realistic limit per customer, with an override permission for staff you trust, is better.

**What happens at the till when the limit is exceeded?**

The over-limit message shows the limit and what is available, and "Authorize as owner" or an override permission is required; the reason is kept in the audit log.

## Other languages

- العربية: https://dashing.krd/help/add-customer-credit-limit
- کوردی: https://dashing.krd/ckb/help/add-customer-credit-limit

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Dashing · https://dashing.krd/en