Customers on credit hold
Related information
Related topics
You can place a customer's credit on hold at any time, regardless of their account balance. When a customer's credit is placed on hold, any further transactions are not allowed.
Place a customer's credit on hold
| Subscription |
Accounts Receivable |
|---|---|
| Regional availability |
All regions |
| User type |
Business |
| Permissions |
Customers: List, View, and Edit |
-
Go to Accounts Receivable > All > Customers.
- Find the customer that you want to place on hold.
- Select More actions > Edit at the end of the row.
- Select the Additional information tab.
- To prevent anyone from entering AR sales invoices for this customer, select On hold under Invoicing details.
- Select Save.
-
Go to Accounts Receivable > All > Customers.
- Find the customer that you want to place on hold.
- Select Edit next to the Customer ID.
- Select the Additional information tab.
- To prevent anyone from entering AR sales invoices for this customer, select On hold under Invoicing details.
- Select Save.
Configure on hold notifications
Configure the Intacct response to attempts to enter AR sales invoices for customers with an On Hold status.
| Subscription |
Administration |
|---|---|
| Regional availability |
All regions |
| User type |
Business |
| Permissions |
Application subscriptions: List, View, Configure |
-
Go to Accounts Receivable > All > Customers.
OR
-
Go to Company > Admin > Subscriptions. Select Accounts Receivable, then select Configure.
-
Under Thresholds, select a notification type for If customer is on hold.
Do not allow transactions to be created is the default.
Notification type Details Warn Displays a warning message, but allows the user to proceed. Do not allow transactions to be created Displays a message that the customer is currently on hold. The transaction can't be created. Do nothing The user can proceed with the transaction without any alert or action on the part of Intacct. - Select Save.
View customer credit limits and on hold status
If you implemented credit limits for your customers, you can run a Customer List report to see the following:
-
Which customers have exceeded their credit limits.
-
Which customers are on credit hold.
To run a report showing which customers have exceeded their credit limits and/or are currently placed on credit hold:
- Go to Accounts Receivable > All > Reports > Customer list.
- To show results for a specific customer type, select the Customer type dropdown, and then select the customer type you want the report to include.
- To show results for a specific customer or range of customer, use the From customer and To customer dropdowns.
- Select the Show only customers exceeding credit limit checkbox if you want the report to display only those customers who are exceeding their credit limit.
- Select the Show only customers on hold checkbox if you want the report to display only those customers whose accounts are on hold.
- Select the checkbox for each category of data to display in your report.
- Select View.
- You’ve recently implemented the credit limit feature and want to see if any of your customers exceed their new limits.
- To enforce credit limits, you have chosen to allow transactions that exceed the credit limit and display only a warning message. In that case, you might have customers who exceed their credit limits as time goes by, and you can use this report to monitor that.
Similarly, you might want to show only those customers that you’ve explicitly placed on credit hold.
Hold impact on recurring AR sales invoices
When a customer is placed on hold, all recurring invoices for that customer pause.
After you remove the customer from on hold status, Intacct will catch up all recurring invoice postings in the designated periods. If a period is closed, the recurring transaction for that period will not post and the Execution status will appear as Failed. The recurring transactions will catch up for all open periods on the scheduled dates.
