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Place a credit limit or credit hold on a customer

You may place a credit hold or a credit limit on your customers to remind you about their financial standing.

Credit Limits​

eGrow Connect allows you to select how you want credit limits to be calculated in system setup logo System Setup > Company Preferences > Sales. Once you select a calculation method and enter a credit limit amount for a customer, an alert will appear if a new order is being created if they have met or exceeded their credit limit. The alert does not prevent you from creating a new order, only reminds you that their credit limit has been reached.

To enter a credit limit on a customer:

  1. Navigate to sales section icon Sales, then customers icon Customers.
  2. Click on the Other Info tab in the right pane.
  3. Enter a dollar amount in the Credit Limit field.

Credit Holds​

Placing a credit hold will add a “Credit Hold” badge next to the customer name when creating new orders and prevent new orders for that customer from being created.

To place a credit hold on a customer:

  1. Navigate to sales section icon Sales, then customers icon Customers.
  2. Click on the Other Info tab in the right pane.
  3. Click Yes next to the Credit Hold option.