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You can place a credit hold on a customer’s account to prevent further sales being made to the customer. For example, you may want to place a customer on credit hold when the customer’s account is overdue or their balance is below zero.

The customers you place on credit hold can be identified by an icon ( orange triangle icon ) in the Cards List window, and you’ll also see a note at the top of the Card Information window.

 

To place a customer on credit hold

To place a customer on credit hold

  1. Open the customer card you are placing on credit hold.

  2. Click the Selling Details tab.
  3. Click Credit Limit & Hold. The Credit Limit & Hold window appears.
  4. Select the Place this customer on Credit Hold option
    Credit hold option highlighted
  5. Click OK. The Card Information window appears.
  6. Click OK to return to the Cards List window.

You can remove a credit hold by deselecting the Place this customer on Credit Hold option for a customer.

Recording sales to customers on credit hold

To record a sale to a customer on credit hold, you need to remove the credit hold. To do this, deselect the Place this customer on Credit Hold option in the Credit Limit & Hold window on the customer’s card.