Setting Customer Credit Limit
Setting Customers Credit Limit Setting a Customer Credit Limit can be set for any Customer regardless of the Customer Pay Type. To set the Customer Credit Limit: Click on Customers from the Main Menu Search for the Customer Once inside the Customer's File at the bottom there will be a button with Billing…
Managing Credit Holds
Managing Credit Holds A Credit Hold is a way to put a customer account on hold if there are outstanding amounts due or if they have reached the credit limit. This will not allow any new RO's to be made for that customer while the Customer File is on Credit Hold. To start a credit hold: Click Accounting from …
