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:

Activating the Credit Hold

Ui steps

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Ui step
Go to Setup > Customers.

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

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

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Check the "Hold" check-box.

Ui step
Click on the "Save" button.

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

Ui steps

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Ui step
Go to Setup > Customers.

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

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

Ui step
Uncheck the "Credit Hold" check-box.

Ui step
Click on the "Save" button.

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Panel

title	Related Articles

Filter by label (Content by label)

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max	10
showSpace	false
sort	title
cql	label in ( "customer-setup" , "holds" , "hold-customers" )
labels	holds customer-setup

Tip
The credit hold activation/deactivation takes place immediately.

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