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Overview

Excerpt

Customers that are placed on credit hold are automatically blocked for future transactions. 

 

These operations cannot be performed until the hold is released:

  • Creating a Prebook
  • Creating a Standing Order
  • Creating an Invoice

Activating the Credit Hold

Ui steps
sizesmall
Ui step

Go to Setup > Customers.

     2.

Ui step

 Search for the customer that you want to place on credit hold.

     3.
Ui step

 Click on the "Edit" link located under the "Actions" column. This will open the customer details window.

          Image Removed

     4.
Ui step

 Check the "Hold" check-box.

     5.

Ui step

 Click on the "Save" button.

             Image Removed

     6.
Ui step

 A check mark will be displayed under the "Credit Hold" column in the customer summary. 

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Removing the Credit Hold

Ui steps
sizesmall
Ui step

Go to Setup > Customers.

     2.
Ui step

 Search for the customer that you want to remove from credit hold.

     3.  Click
Ui step

Click on the "edit" link located under the "Actions" column. This will open the customer details window.

         Image Removed

     4.

 

Ui step

 Uncheck the "Credit Hold" check-box.

     5. Click

Ui step

 Click on the "Save" button.

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Tip

The credit hold activation/deactivation takes place immediately.

  

Panel
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
showSpacefalse
cqllabel in ("customer-setup","holds")
labelsholds customer-setup

Tip

The credit hold activation/deactivation takes place immediately.