Customer credit limits - Myob Education Trial

Question

Hi

Unable to set customer credit limit is Myob Education Trial Software.

Unable to set up customer settlement discount amount in Myob Education Trail Software.

Can someone please point me in the right direction?

Thanks

Shella_A · Answer

Hi @TBennett,

Cheers for reaching out! No worries, lodging a support ticket while using the MYOB Education Trial version is totally free of charge. It's the best move to get this sorted out properly, so go ahead and pop one through—our team will help you nail it!

Regards,

Shella

TBennett · Answer

Hi Genreve

Thanks for the reply.

I don't believe the user access limits is the issue as I am the administrator. Is a customer credit limit set up in the contacts - unable to see this. Will I be charged for logging a support ticket using the MYOB Education Trail version of MYOB?

Genreve_S · Answer

Hi @TBennett,

Access restrictions on some parts of the system are usually due to user access limits. I suggest double-checking these limits first. If it doesn’t fix things, your best bet is to reach out to our team for a hand. You can log a support ticket through the MyAccount window or chat with our virtual assistant MOCA directly for assistance.

Regards,
Genreve