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.

 

 

Specifying Auto Credit Hold Parameters

1.Click the Auto Credit Hold button

 

2.Enter the maximum number of days an invoice can be past due before the customer is placed on automatic credit hold in the Maximum Days Old field and 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.Enter the maximum balance a customer can have before being placed on automatic credit hold in the High Credit Amount ($) field and 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.Click the OK button.