Online Library Placing Credit Holds | Page 4
Placing a Credit Hold on
Accounts or Contacts
1 From any of the UX work areas on the Navigation Tile Bar, click Contacts or Accounts .
Open the account or contact where you want to place a credit hold.
2 Scroll down to the Default Billing section on the record. Click to select Yes on the
Credit Hold option..
Online Library Placing Credit Holds | Page 3
Online Library Placing Credit Holds | Page 5
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