Credit Hold
If an account is put on credit hold, all Subscriptions that belong to the account are also put on hold. Placing new Orders is blocked. If the account is released, all its Subscriptions are released.
A setting in the Customer’s credit terms defines whether an account is put on credit hold manually by the reseller or automatically by the daily billing process. The daily billing process runs overnight and assesses the status of all accounts and subscriptions.
Credit Term / ‘Put Account on Credit Hold’ set to ‘Automatically’
An account will be put on credit hold if an invoice was not paid during its grace period and the customer’s balance is below zero.
N.B. the status can still be manually adjusted by the ‘Put On Credit Hold’ / ‘Release From Credit Hold’ button (Billing module).
Credit Term / ‘Put Account on Credit Hold’ set to ‘Manually’
The status is only manually adjusted by the ‘Put On Credit Hold’ / ‘Release From Credit Hold’ button (Billing module).
N.B. An account manually released from Credit Hold will again enter Credit Hold automatically (assuming Credit Term / ‘Put Account on Credit Hold’ is set to ‘Automatically’) during the daily billing process if the conditions mentioned above are met.
Administrative Hold
If an account is put on administrative hold, all subscriptions that belong to the account are also put on hold. Placing new orders is blocked. If the account is released, all its subscriptions are released.
This is a purely manual method of blocking the services of an account. It is adjusted by the ‘Put On Hold’ / ‘Release From Hold’ button (Billing module).
Credit + Administrative Hold
A combination of statuses. These statuses are accumulative, meaning that an account on Credit + Administrative Hold will keep Credit Hold Status if released from Administrative Hold status etc.
ADDITIONAL INFORMATION
This information also applies to Subscriptions.
