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Demo mode: sandbox data only. Do not enter real customer information. Changes may be reset.
Workspace:
Acme Print Distributors
printing_distributor
19 open issues
Role:
admin, operations_manager, accounting_manager, sales_rep, viewer
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Edit: Credit hold — when to flag, when to release
Update the markdown body, category, or risk notes.
Header
Title *
Slug *
Category
operations
finance
hr
sales
onboarding
general
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Body (markdown)
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FLAG a customer when ANY of these is true: - Two consecutive invoices > 30 days past due - One invoice > 60 days past due - Outstanding AR > 2× their 12-month average - Returned payment / failed ACH in the last 90 days Hold is set on the Customer record (Edit → Credit hold checkbox). Once flagged: new orders are blocked, existing orders pause shipment, the portal shows a 'contact AR' message instead of the order form. RELEASE only after one of: - Full balance paid + 30 quiet days - Signed promissory note with collateral - Written sign-off from accounting_manager OR admin Every release writes to the audit log automatically; reference the audit row in the customer notes.
Risk notes (optional)
Don't release just because the customer 'promised to pay.' Promises don't show up in the AR aging report.
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