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Put Customer Account on Hold

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edited May 20, 2021 4:55AM in Receivables & Collections 3 comments

Summary

We mainly want to be able to hold an account so no sales/invoicing can happen. Normally this is due to unpaid debt

Content

We have found the credit hold option under Manage Customers > Accounts > Profile History > Credit Hold 

There is no detailed information about the real use of this attribute. Some docs mention this credit hold opiton with credit management feature and OM.

We are not using Order management.

Our AR invoices are entered Manually or via Projects Billing/Contracts

 

Is this credit hold field really used to hold an account so no sales/invoicing can happen?  If not, is there any attribute on customer account to prevent billing?

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