Placing Customers on Credit Hold


Placing Customers on Credit Hold
If you have a credit problem with a customer (because of late payments, for example), you can place the customer on credit hold. Depending on the option you choose in the Customer Preferences window, a hold can prevent you from saving an invoice for the customer or simply display a warning message. See “Determining Credit Verification Consequences,” later in this chapter for more information.

When the customer’s credit problem has been resolved, you can remove the hold the same way you placed it.

To place a customer on credit hold:
1. In the Customer Card, click the Customer History tab.
2. Click the On Hold checkbox. (3070)






If you have a credit problem with a customer (because of late payments, for example), you can place the customer on credit hold. Depending on the option you choose in the Customer Preferences window, a hold can prevent you from saving an invoice for the customer or simply display a warning message.

When the customer’s credit problem has been resolved, you can remove the hold the same way you placed it.

To place a customer on credit hold:
1. In the Customer Card, click the Customer History tab.
2. Click the On Hold checkbox.
3. Click the OK button to save the Customer Card.



Related:

Warn or Prevent Save of Sales Orders for Customers on Credit Hold

  Chapter 321 Customer Credit

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