Debtors Auto Credit Hold

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Auto Credit Hold is a great feature in Jim2 that will put debtors on credit hold (by way of a warning that will pop to screen) if they have invoices that are overdue by a certain number of days, and/or they exceed their credit limit.

 

In other words, Auto Credit Hold will kick in for debtors if:

they have invoices that are overdue by a certain number of days

they exceed their credit limit

all invoices or jobs for a customer add up to more than their credit limit

the customer is under their limit, however they are late paying an invoice.

 

If set up to do so, Jim2 will automatically warn users that there is a hold on the account for any of the above reasons.

 

This section outlines how to set up and use this feature. There are also cardfile levels of auto hold or manual on/off hold that need to be set up (see below).

 

hmtoggle_arrow1Set up auto credit hold

 

hmtoggle_arrow1Adjust a customer’s credit hold status

 

hmtoggle_arrow1What happens when I receive payments?

 

hmtoggle_arrow1How do I know who is on auto hold?

 

Further information

Debtors Adjustments

Debtors Allocate Payments Grid

Debtor Form

Debtors List

Debtors Documents Tab

Debtors Notes Tab

Debtors Opening Balances

Debtors Payments Tab

Debtors Statement Printing

Debtor Management

Debtors Reports

Apply a Credit/Prepayment

Clear a Credit on a Debtor

Clear Small Debtor Balances

Create a Debtor Refund

Enter a Credit

Enter a Credit Payment

Enter a Payment

Enter a Prepayment

Enter Discounts and Account Fees

Issue a Credit Note

Debtor Payments Including Commission

Move Unknown Payments to Debtor

Reversal Entries

Reverse Discounts and Account Fees

Reverse or Delete a Payment

Send Payment Receipts

Unallocate a Payment

Undo Incorrect Refund