A credit hold stops a sale before it ships
Who is involved
| Role | What they do |
|---|---|
| Credit controller | Puts the customer on hold or sets a limit. |
| Sales representative | Tries to send a quote or confirm an order. |
| Accounts receivable clerk | Tries to send an invoice. |
Step by step
- Credit controller
Opens Credit control, picks the overdue customer and presses Hold with a reason.
What they see:The customer shows On hold.
- Sales representative
Sends a quote in CRM or confirms an order in Sales Orders.
What they see:A block with the reason, or a warning if the limit is only exceeded and the company chose warn.
- Accounts receivable clerk
Presses Send on an invoice for the customer.
What they see:The same sentence, since a hold always blocks.
- Credit controller
Lifts the hold once the customer pays.
What they see:Documents are accepted again. The Decisions list keeps the record.
Who is told what
Decisions are recorded for the credit controller on the Decisions list. There is no separate alert.