Credit Hold settings are essential for managing Customer accounts and ensuring healthy financial practices.
Accessing Credit Hold Settings
To access Credit Hold Settings:
Hover over your Company Name
Click Accounting Settings
You will automatically land in the Credit Hold Settings tab
User Permissions
Users with the Edit Credit Hold Status & Settings permission (found under Company Settings → Roles & Access Rights → Data) can:
Save changes to Credit Hold settings (credit warning & risk triggers, credit hold toggle overrides)
Place a Customer on Credit Hold
Remove a Customer from Credit Hold
Credit Warning
The Credit Warning setting acts as an early indicator when a Customer approaches their credit limit.
The Customer's credit status will change to Credit Warning when their outstanding balance exceeds:
A specified percentage of their credit limit, or
A specified minimum credit amount
Note: These thresholds apply to all Customers.
Credit Risk
A Customer's credit status will change to Credit Risk when:
Their outstanding balance surpasses their credit limit, or
Their overdue balance exceeds a set minimum amount beyond the grace period
This helps monitor and address potential credit risks before they escalate.
Note: The grace period is added to invoice due dates for all Customers.
Credit Hold
The Credit Hold feature allows you to restrict work for Customers who exceed their credit limit.
When a Customer is placed on Credit Hold, their status updates to Credit Hold.
The system automatically prevents the creation of:
New Visits
Jobs
Quotes
Projects
Maintenances
Editing or rescheduling existing Visits is also disabled.
Important Notes
When a Customer is placed on Credit Hold, all Scheduled Visits for that Customer are Unassigned.
Administrators can override certain restrictions via Credit Hold Settings to allow specific actions like creating Quotes, Jobs, Maintenances, or Projects.
How to Place a Customer on Credit Hold
Users with the correct permissions can:
Navigate to the Customer Page
Click the three dots on the right side
Select Put on Credit Hold
To remove, follow the same steps and select Take Off Credit Hold
Default Credit Hold Settings
By default, all Credit Hold toggles are OFF. To enable actions for a Customer on Credit Hold, turn the respective toggle ON.
Service Agreement & Maintenance Adjustments
A new Credit Hold Maintenance Status functions similarly to the Skipped status.
If Create Maintenance is OFF, all auto-generated Maintenances during Credit Hold will be in Credit Hold status.
If Create Maintenance is ON, Credit Hold Maintenances can be reopened.
Auto-generated Maintenance Visits for Credit Hold Customers will be in Canceled status.
Setting a Credit Limit for a Customer
New Customers
When creating a new Customer, enter a dollar value in the Credit Limit field.
Existing Customers
Open the Customer Page
Click EDIT (upper right corner)
Enter a dollar value in the CREDIT LIMIT field
Click SAVE (upper right corner)
Viewing Customer Credit Statuses
From the Customer Table
Click the Credit Warning, Credit Risk, or Credit Hold filters to view Customers with these statuses.
The Status column also displays Credit Hold information.
From the Customer Page
A Customer’s credit status appears at the top left next to their name.
To investigate further, navigate to the Accounting Tab to view all related Invoices & Payments.
This guide ensures a clear understanding of Credit Hold Settings and their impact on Customer accounts.