When a customer doesn't pay, what can I do?

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:

1. Log into the Console as an Admin

2. Navigate to the Facilities section of the Directory and click on the Facility in question

    

3. Scroll down to the billing section and locate the toggle for Credit Hold and turn it to ON

   

4. When the Credit Hold setting is turned on cases will not be allowed to be created at that Facility.

5. 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.”

   

    

6. 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.