EditPurpose
To define credit hold codes that apply to your customer accounts. You can add new credit hold codes and/or edit exisiting credit hold codes.
EditLocations Used
Administration
EditOverview
Credit hold codes are used during customer payment management. They can be assigned to customers through Accounts Receivable.
EditView Credit Hold Codes
To view a list of credit hold codes currently defined in LegalSuite, make the menu selection
Administration⇒System Codes⇒Credit Code Holds from the navigation bar.
 Credit Hold Codes |
EditAdd A Credit Hold Code
To add a new credit hold code, click on the
ADD NEW ENTRY button on the Credit Code Holds page.
 Credit Hold Code Details |
All fields marked with an asterisk "*" are required.
1. Code* - Enter the code for the type of credit card you are adding. Example: Banckruptcy, bad debt, etc.
2. Description* - Provide a brief description.
3. Click on the SAVE button to create the new code. Click on the CANCEL button to discard your changes.
EditEdit an Existing Credit Hold Code
1. To edit a credit hold code, click on the "Edit" link for that code on the Credit Hold Codes page.
The Credit Hold Code Details page will appear.
2. Make changes as necessary. Refer to the section "Add a Credit Hold Code" for an explanation of each of the input fields.
3. Click on the UPDATE button to save your changes. Click on the CANCEL button to discard your changes.
 Button Selections during EDIT or DELETE |
EditDelete an Existing Credit Hold Code
1. To delete an existing credit hold code, click on the "edit" link for that code on the Credit Hold Codes page.
2. The Credit Hold Code Details page will appear. Scroll to the bottom of the page.
3. Click on the DELETE button to remove the credit hold code from the LegalSuite database.
4. You will be asked to confirm that you wish to delete the code. Click on "OK".
5. The code will be deleted from the LegalSuite Database. It will no longer be seen on the Credit Hold Codes page.