# How to Put a Customer on Credit Hold

{% hint style="warning" %}
This documentation contains instructions that are done in Epicor Kinetic and might be outdated. For more detailed and updated instructions, refer to the Epicor Kinetic Web Help.
{% endhint %}

1. In Epicor, open Customer Credit Manager. 
2. Click the search icon in the main menu.

<figure><img src="/files/AZXNnGZoRbZA8semNF0q" alt="" width="563"><figcaption></figcaption></figure>

3. Type and select Customer Credit Manager from the search results.
4. Select Customer: In the list that appears, find the desired Cust. ID.

<figure><img src="/files/yDekroqfavRw7ut6L05y" alt="" width="563"><figcaption></figcaption></figure>

5. Click the checkbox in the Credit Hold column for that customer.

<figure><img src="/files/j9S5HD3Edo64ceuZzc7o" alt="" width="563"><figcaption></figcaption></figure>

6. Click the Save icon (floppy disk) in the top toolbar to apply the hold.

7. In ERM, an orange warning triangle will appear at the far right of the customer's row. Hovering over it will display "Customer is on Credit Hold".\ <br>

   <figure><img src="/files/OW2mCJF2jfxVTXt7dOQj" alt="" width="563"><figcaption></figcaption></figure>

8. A prominent red Credit Hold badge will be visible at the top right of the record.

<figure><img src="/files/5uTe6qOZhqUxbub3Qr4c" alt="" width="563"><figcaption></figcaption></figure>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.biscit.com/erm-user-guide/how-to/how-to-put-a-customer-on-credit-hold.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.