Sales > Credit control > Credit holds
To place a customer on credit hold
1
Go to the Card File command center 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 Action menu icon () and select Edit Credit Limit & Hold.The Credit Limit & Hold window appears.
5
Select the Place this customer on Credit Hold option.
6
Click OK. The Card Information window reappears.
7
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 and Hold window on the customer’s card.

More help options

Top of page