Sales > Credit control > Credit holds
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 appears.
8
Click OK to return to the Cards List window.
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.

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