Put a customer on hold or set a credit limit
Stop work going out to an account that owes you money.
What this is for
A hold stops new quotes going out and stops jobs being released for that customer. A credit limit does the same when new work would take them past what you're willing to carry. Both are off until you turn them on.
Step by step
- 1
Choose what a hold and a limit should do under Admin → Terms — warn, block, or nothing.
- 2
Open the customer, set their status to On hold, and say why. The reason is shown to whoever hits the hold.
- 3
Set a credit limit on the same screen if you want one.
Tips & gotchas
- The customer's record shows what they owe against their limit, and turns amber as they get close.
- Someone with the Override credit holds permission can send it anyway — they have to give a reason, and it's recorded against the account.
- The shop floor only sees "On hold — see office". Balances never appear on floor boards.
- Holds are per customer record, so merge any duplicates first or the hold only covers one of them.