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… is on hold
The customer's account is on hold, so the till takes no new credit from them. Take cash or M-Pesa, and leave lifting the hold to whoever follows up the account.
What it means
Link to this section: What it meansSomeone who follows up overdue accounts put this customer‘s account on hold, with a reason. While it is on hold the till takes no new credit from them: On account cannot be chosen. Everything else is as usual.
What to do
Link to this section: What to do- Tell the customer their account is on hold.
- Tap Charge and take cash or M-Pesa.
- If they want it on account, ask them to speak to the person who follows up their account.
Needs a manager
The credit officer, a manager or the owner lifts the hold under Credit › Collections, once the account is paid or a plan is agreed. See Follow up an overdue account.
- Sell on credit: selling on account.
- Add a customer to a sale: finding the customer at the till.
- … is on hold (…). Credit needs a manager’s approval.: when your business lets a manager approve credit for an account on hold.