Check the Credit Hold option on the Customer tab to place the customer on credit hold.

 

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

 

 

If a user has the Security Manager Miscellaneous option #28 "Allow override of Credit Hold" password option enabled, they will see the Credit Hold dialog below. Click Yes to continue.