Customer Hold Status
Have you ever had a customer that goes over their credit limit, or becomes past due on their account?
Profit Tools has a built-in way to restrict the billing and usage of a company so that it cannot be used as a shipper, consignee, or bill to location. This is a simple way to keep everyone involved with billing and dispatching loads on the same page.
Below are the simple steps to place a bill to company "On Hold":
- From the Company Information screen, select "More Details..." on the right.
- Next, select the "Settings" tab from the top middle of the screen.
- Select the "Place On Hold" button from the left of the screen. You will see "On Hold" appear to the right of the button in red.
- You can now close that screen, and view the "On Hold" status from the Company Information Screen.
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