How to set a Customer as 'On Hold'

This guide shows how to set a customer as 'On Hold' from within your customer database. You must be a Priviledged Ledger user in system maintenance to perform this task.

STEP 1

Under 'Main Menu', select 'Customers'.

 

STEP 2

In the 'Customers' window, find the customer you are looking for and double click on them, then in the next window select the 'Financial' tab on the left side.

STEP 3

On the Financial window, find the tickbox next to 'Account on Hold' as shown and click in the box.

STEP 4

Going back to the Customers window, you will now see the customer appear in blue in the customer database, which means they are on hold.