Placing a Customer on Credit Stop

This video will show you how to place a customer on credit stop. Step by Step instructions can be found below the video.

1. In Accounts, open Debt Management.

2. Green-Select the customer you wish to place on Credit Stop.

3. Using the Actions menu, select Toggle Credit Stop.

4. Confirm in the pop-up.

5. The line will be highlighted in yellow and the sales orders can no longer be saved for this customer.

6. Follow the same process to cancel the credit stop.

1. Open the Company Record of the customer you wish to place on Credit Stop.

2. Go to the Financial tab.

3. Go into Edit Mode.

4. Type STOP in the Credit Code field.

5. Save the screen.

6. Sales orders can no longer be saved for this customer.

7. To remove the Credit Stop, re-enter Edit Mode and remove the entry from the Credit Code field.