Placing a Client on Credit Hold

We have a client we need to put on credit hold.
How can we do that & a note get sent to the client notifying them?

  1. 0

    Mike Clements
    23 April, 2021

    We don't support functionality that would allow you to place a client on credit hold. However, as a work around some clients will edit the account name and place a prefix in front of the customer to denote Credit Hold i.e. (CH). The only other suggestion would be to inactivate the account until the credit hold has been released.


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