A Financial Hold is a status setting in the Customer page along with Active, Inactive and Sent to Collections. Financial Hold keeps scheduled appointments from appearing in the Calendar.

Look in the upper-left corner of the customer's account page and you'll see the account is on Financial Hold, therefore, no calendar appointments.

Financial Hold also stops new Work Orders from being created as Work Order is not available in the Create a new... drop-down list.

When the customer is returned to Active, the appointments are back in the Calendar and Work Orders can be created.

Note Financial Holds preserves Work Orders in the Work Orders tab. However, placing a customer on Inactive status deletes scheduled Work Orders in the Work Orders tab.

You can put a customer on Financial Hold when the payments aren't coming in for the services you've performed. Once the finances are settled, you can change the status back to Active.

To put a customer on Financial Hold (or to change any customer status) go into the customer's account, click the Edit button near the top center of the page, and click the status to change it.

Also see: Payments - delinquent customer won't pay