When a customer doesn't pay, what can I do?
Place a delinquent customer (Facility) on credit hold
Last updated: May 2024
Sometimes Facilities do not pay their bills. You may get to the point where you need to prevent more cases from being done at a Facility until they start paying what they owe. ConnectSx has a setting that allows you to place a customer on Credit Hold, which will prevent any other cases from being entered at that Facility until the hold is removed.
To place a Facility on Credit Hold:
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Log into the Console as an Admin
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Navigate to the Facilities section of the Directory and click on the Facility in question
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Scroll down to the billing section and locate the toggle for Credit Hold and turn it to ON
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When the Credit Hold setting is turned on cases will not be allowed to be created at that Facility.
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When a user attempts to create a case at a Facility on Credit Hold they will receive a warning message: “This facility is on a Credit Hold. Further business at this facility is frozen until the credit hold is removed.”
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Events assigned to Facilities which are placed on credit hold will not be able to be duplicated.
Email Notifications
When a facility is placed on credit hold or has credit hold removed, an email notification will be sent to users who have that Facility assigned.