How to release a credit hold

Name: Arkon One: How to release a credit hold
Duration: 50 s
Description: How to release a credit hold. A step-by-step walkthrough of the screens, buttons and fields involved.

Next lesson: How to set a customer to receive documents in Spanish →

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

The steps, written out

Open the customer; the red CREDIT HOLD banner shows the reason, the date it started and whether it was Placed manually or Set automatically by the credit policy.
Press Release hold in the banner and confirm.

Tip

Dispatchers and the customer are notified that the hold is released. Only Owner / Administrator, Office Manager and Accounts & Billing see the button.

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