About the Credit Status Form

The Credit Status service, which is located under the Accounting application, lists all the possible credit status options for a person or company.

Attachments Tab

The Attachments tab lists any files relevant to the Credit Status record.

Credit Status Approvers Tab

This tab lists the employees who can specify this credit status for a person or company and the applicable limit the employee can offer. This tab is for record keeping purposes only and does not drive additional system functionality in the standard Aptify installation.

General Tab

Name

The name of the credit status.

Description

A description of the credit status.

Base Status

Select from Approved, Denied, On-Hold etc. to specify the base status for the credit status record.