entrée can automatically monitor a customer's account and place them on credit hold if they fall behind in payments or reach a specified maximum balance.

 

•Invoices, credit memos, sales orders and quotations cannot be generated or edited for customers that are on credit hold unless a supervisor password is provided.

 

•entrée will automatically remove the customer from auto credit hold when

 

1.The customer makes a payment bringing their past due invoices within the specified parameters.
2.The customer makes a payment bringing them under the maximum balance allowed.
3.The Auto Credit Hold parameters are adjusted.

 

This is an example of the red highlighted message that will be displayed below the Bill-To Address area for a customer that is on hold for Auto Max Days Old.

 

This is an example of the red highlighted message that will be displayed in the footer area for a customer that is on hold for Auto High Amt. ($).

 

 

Specifying Auto Credit Hold Parameters

1.Click the Credit Hold tab on the Customer tab.

 

2.In the Auto Max Days Old field (3 digits in length) set the maximum number of days an invoice can be past due before the customer is placed on automatic credit hold.

 

Then press the Tab key.

 

If this field is set to 0 the customer will never be placed on auto credit hold because of past due invoices.

 

 

3.In the Auto High Amt. ($) field enter the maximum balance a customer can have before being placed on automatic credit hold. Then press the Tab key.

 

•If this field is set to 0.00 the customer will never be placed on auto credit hold because of their balance owed.

 

 

4.In Credit Manager click the drop down menu and select the person to be the credit manager for this customer.

 

5.    Click the Apply then OK button.