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Credit limits and holds
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Credit limits and holds

Stop over-limit sales until a manager approves.

Overview

A credit hold stops a sale that would take a customer over their limit, or who has overdue bills, until a manager approves.

Holds

Set a credit limit and credit days on a customer. An order or counter bill that goes over the limit, or for a customer with overdue bills, waits on Credit holds until a store manager or admin approves it.

Figure 2.1  Credit holds