We sometimes have customers with billing issues that should not trigger credit holds. Is there a way to exclude a specific document (invoice) from the credit hold process?
I don’t want to extend the credit days past due or make any other change that would affect more transactions than just one specific invoice.
Is there functionality to do this?
Best answer by KushaniPerera88
Hi
Currently the credit hold or credit policy is configured either to customer class or the customer. Hence excluding a specific invoice of that customer would not be possible. We can only exclude a specific customer from the credit policy or the credit hold
Setup of Credit Terms - https://help.acumatica.com/(W(3))/Help?ScreenId=ShowWiki&pageid=bb0d243d-508c-4bf5-85b4-7b4fcc3d5fac
+3Hi
Currently the credit hold or credit policy is configured either to customer class or the customer. Hence excluding a specific invoice of that customer would not be possible. We can only exclude a specific customer from the credit policy or the credit hold
Setup of Credit Terms - https://help.acumatica.com/(W(3))/Help?ScreenId=ShowWiki&pageid=bb0d243d-508c-4bf5-85b4-7b4fcc3d5fac
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