How to Apply a Credit Hold

A credit hold prevents purchase orders from being created or regenerated for a particular client. Learn how to apply and remove credit holds from client pages.

On this page:

When to use a credit hold

Permission to Apply/Remove Credit Hold

How to apply a credit hold

How to remove a credit hold

FAQ

When to use a credit hold

Credit holds are useful if

• a client is behind on payments, and you want to prevent further orders until the payments are received
• a client has a credit on file, and the order rep should apply the credit to the next order

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Permission to Apply/Remove Credit Hold

A rep needs permission to Apply/Remove Credit Hold before they can add to remove a credit hold from a client's page.

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How to apply a credit hold

To apply a credit hold:

1. On the client page, Click Overview
2. Select Actions
3. Select Apply Credit Hold
   
   
   

Once the credit hold is applied, a pop-up will appear on the client's page stating that the account is currently on credit hold.

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How to remove a credit hold

To remove a credit hold:

1. On the client's page, click Overview
2. Select Actions
3. Select Remove Credit Hold
   
   
   

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FAQ

• How does the rep know if there's a credit hold?
• Can reps still create presentations, estimates, and sales orders when an account has a credit hold?
• Is there a report that tells which clients have a credit hold applied?

How does the rep know if there's a credit hold?

Once the credit hold is applied, future projects will show a pop-up message to notify the rep that the client is currently on credit hold. The pop-up appears when the project is created and if the rep attempts to create POs. A pop-up also appears on the client's page.

Can reps still create presentations, estimates, and sales orders when an account has a credit hold?

Of course! Reps can still create pre-sale and sale forms for the client, including invoices, but they cannot create or regenerate POs.

Is there a report that tells which clients have a credit hold applied?

No report lists which clients have a credit hold applied. If you would like to track which clients have a hold, the best practice is to: 

1. Apply the Credit Hold
2. Create a "Credit Hold" client tag
   
   
   

You can track client tags in the Clients tab and the Sales Rep Report.

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