Credit holds

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.

To place a customer on credit hold

1	Go to the Card File command centre and click Cards List. The Cards List window appears.

2	Click the Customer tab and select the customer whom you want to place on credit hold.

3	Click Edit. The Card Information window appears.

4	Click the Selling Details tab.

5	Click Credit Limit & Hold. The Credit Limit & Hold window appears.

6	Select the Place this customer on Credit Hold option.

7	Click OK. The Card Information window reappears.

8	Click OK to return to the Cards List window.

note : 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 and Hold window on the customer’s card.

Related topics

■	Credit control

■	Credit limits

■	Finance charges paid by customers