Credit limits and credit holds

Stop new work for a customer who is over their limit or has stopped paying.

Two separate controls:

Credit limit — a monetary ceiling on a customer record. When a new invoice would take their open balance over it, IntuBu warns or blocks depending on your setting. Overriding requires the sales.credit.override permission.

Credit hold — a manual switch that stops new work regardless of the limit. Setting one requires a reason, because that reason is shown to whoever hits the block. "On hold" with no explanation just creates an argument.

Clearing a hold is a single switch on the customer record and is recorded in the audit log.