How to put a customer on credit hold

Name: Arkon One: How to put a customer on credit hold
Duration: 57 s
Description: How to put a customer on credit hold. A step-by-step walkthrough of the screens, buttons and fields involved.

Next lesson: How to release a credit hold →

How to put a customer on credit hold. A step-by-step walkthrough of the screens, buttons and fields involved.

The steps, written out

Open the customer (Customers).
In the top bar type a reason in Hold reason.
Press Place hold and confirm.

Tip

The customer page turns to a red CREDIT HOLD banner, dispatchers are alerted that deliveries are blocked, and the customer receives a credit-hold notice. Only Owner / Administrator, Office Manager and Accounts & Billing can place or release a hold.

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