/
Place Company On / Remove Credit Hold
Place Company On / Remove Credit Hold
The Place On Credit Hold action menu item marks the currently open company location as being on credit hold. Although the system will still let you create projects, service tickets, and service agreements (the 3 types of records that have receivables), a pop-up notification will come up when creating any of these types of records on a company set on credit hold. Remove the credit hold by clicking the menu item again.
, multiple selections available,
Related content
New Service Agreement
New Service Agreement
More like this
Modifying / Deleting a Customer Deposit
Modifying / Deleting a Customer Deposit
More like this
Current Opportunities
Current Opportunities
More like this
Contact Service Contracts
Contact Service Contracts
More like this
Delete a Customer Invoice
Delete a Customer Invoice
More like this
Creating & Managing Service Agreements
Creating & Managing Service Agreements
More like this