Credit holds

Sales > Credit control > 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 appears.

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 & Hold window on the customer’s card.

▪	Credit control

▪	Credit limits

▪	Finance charges paid by customers

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