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 …
Writing Off Bad Debt
Writing Off Bad Debt The RO can be Closed without a recorded payment as long as that Setting is turned off. To Turn off that Setting go into * Settings * Custom Settings * Repair Order Preferences * Then make sure that Require Payment to Close RO is turned off. * When an RO is Closed that still ha…
