---
title: "Ability to View and Edit Credit Class and Limit on Account Details Page"
slug: "ability-to-view-and-edit-credit-class-and-limit-on-account-details-page-1"
updated: 2026-08-13T16:16:58Z
published: 2026-08-13T16:16:58Z
canonical: "help.idibilling.com/ability-to-view-and-edit-credit-class-and-limit-on-account-details-page-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Ability to View and Edit Credit Class and Limit on Account Details Page

Customer Field Configuration in Customer Care lets you set up your application to view and edit Credit Class and Credit Limit in the Credit Information section on the Account Details page. *Require*, *Default* and *Restrict* capabilities are supported for both the Credit Class and Credit Limit fields.

### Setup

Credit Class and Credit Limit can optionally be configured on the **MANAGE** > **Customer Field Configuration** page (Manage Configurations permission required). These two fields are now available via the Add field configuration for drop down menu.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/word-image(22).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A39%3A28Z&se=2026-11-14T11%3A39%3A28Z&sr=c&sp=r&sig=Lr5uo3lKphkgXjOpY%2FfHWQ05e6koYG6NXRygL5jEHlo%3D)

- **Require**: Require Credit Class and/or Credit Limit for all or any subset of Account Types
- **Default**: Set default value(s) for Credit Class and/or Credit Limit by Account Type(s)
- **Restrict**: Restrict edit capability for Credit Class and/or Credit Limit for specific Account Type(s), Account Status(es) and/or User Group(s).

### View Capability

Credit Class and Credit Limit can be viewed from the Account Details page (**Account** > **Account Details**) in the *Credit Information* section.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/word-image-1(2).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A39%3A28Z&se=2026-11-14T11%3A39%3A28Z&sr=c&sp=r&sig=Lr5uo3lKphkgXjOpY%2FfHWQ05e6koYG6NXRygL5jEHlo%3D)

### Edit Capability

Users with *Manage Customers* permission can set the Credit Class and Credit Limit fields when adding or editing a customer.

![C:\Users\asul\AppData\Local\Temp\SNAGHTML1d4f9fb.PNG](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/c-users-asul-appdata-local-temp-snaghtml1d4f9fb-p(2).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A39%3A28Z&se=2026-11-14T11%3A39%3A28Z&sr=c&sp=r&sig=Lr5uo3lKphkgXjOpY%2FfHWQ05e6koYG6NXRygL5jEHlo%3D)

> [!NOTE]
> **Note:**
> 
> If **Restric**t capability for Credit Class and Credit Limit has been enabled from **Manage > Customer Field Configuration**, the edit capability will be restricted based on the configured rules.