Skip to main content
SalesChannelHub knowledge base
/
Knowledge base › Customers › Place or release a credit hold Customers
LIVE UPDATED · 12 JUN 2026 · 1 MIN READ

Place or release a credit hold

Open the customer and click Credit Hold to stop trading on terms; click Remove Hold to lift it. Set a credit limit while editing.

A credit hold flags an account so you can stop trading on terms — when they're over their limit or sitting on overdue invoices. Paired with a credit limit, it's how you manage risk on wholesale and distributor accounts.

The Credit Hold button in the customer record header

How do I place or lift a hold?

  1. To set a ceiling, edit the customer and enter a Credit Limit under Billing & Credit. Leave it blank for no limit.
  2. To place a hold, open the customer and click Credit Hold in the header.
  3. To lift it, click Remove Hold on the same record.
  4. The Status sidebar and the Accounts Receivable badge both reflect the current state.

Can I hold several accounts at once?

Yes. Select rows on the customer list and use Credit Hold On or Credit Hold Off in the bulk-actions bar.

Tip. Placing and releasing holds needs the credit-management permission. If the button or the credit fields are hidden, ask an administrator to grant it on your role.

Was this article helpful?