Manually Placing a Customer on Credit Hold

To manually place a customer on credit hold:

  1. Open the Customers form.
  2. Find the customer you want to place on credit hold.
  3. Select the Credit tab.
  4. Select the Credit Hold check box.
  5. In the Credit Hold Reason field, specify a valid reason code.
  6. Save.
Related topics
Using Credit Hold
About Credit Hold