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 'CRM,' select 'Customers.'

 

STEP 2

Double click on the customer you want to put on hold, the select 'Financial' tab on the left

STEP 3

Mark 'Account on Hold' checkbox as shown and click the checkmark.

STEP 4

You will now see the customer appear in blue in the customer database, which means they are on hold