Credit Holds on
Accounts or Contacts
How do credit holds affect accounts or contacts?
If your system is set up to display credit hold warnings, and a user creates a new invoice,
opens an invoice, or edits and saves an invoice for an account or contact with a credit
hold, a warning message will appear.
If you are using the MX Online, a customer who has a credit hold placed on their account
or contact record will not be able to create a transaction – for example, to purchase a
product or register for a meeting.
Something to consider
Placing a credit hold on an account or contact does not prevent users from creating,
opening, or editing and saving invoices for that customer, nor does it prevent the system
from processing that customer’s invoices.