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Sales > Credit control > Credit holds
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 that you want to place on credit hold.
3
Click Actions and choose Edit Credit Limit & Hold. The Credit Limit & Hold window appears.
4
Select the Place this customer on Credit Hold option.
5
Click OK. The Card Information window appears.
6
Click OK to return to the Cards List window.
To record a new sale, you will 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 of the customer’s card.

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