Performing a credit check on a new customer

You can block a new customer from rental or sales transactions until a credit limit is entered. This ensures no transactions occur before the credit check is completed.

Steps

1. Go to Accounts receivable > Customers > All customers.

2. Click New.

3. In the Customer account field, type a value.

4. In the Name field, type a value.

5. In the Customer group field, enter or select a value.

6. Click Save.

7. Expand the Credit and collections section.

8. In the Invoicing and delivery on hold field, select an option.

   Note

   Select ''all''

9. Click Save.

10. Close the page.