Overview
If your customer is currently on credit hold, PREO (PRIO) will automatically route your credit request for additional review. This article walks through what you’ll see in the system and what to expect next so you can help move the deal forward as quickly as possible.
What Happens When a Customer Is on Credit Hold
When you attempt to submit a credit request for a customer who is on credit hold:
PREO will recognize the credit hold automatically
Instead of the standard credit request flow, you’ll see a credit hold message
The request will require review by Collections before credit can be approved
Step‑by‑Step: Submitting the Credit Request
Step 1: Submit the Credit Request as Usual
Go into your deal and submit the credit request
If the customer is on credit hold, PREO will display a slide‑out credit hold message
Step 2: Review the Credit Hold Notification
The credit hold screen will inform you that:
The customer is on credit hold in eAutomate
The request must be reviewed by the Collections team before credit can be applied
Step 3: Submit the Request
Proceed with submitting the request
The request will automatically route to the Business Ops Admin team
At this point, no additional action is required from you until follow‑up communication begins.
What Happens After Submission
Once submitted:
A Business Ops Admin will:
Review the account in eAutomate
Identify the reason for the credit hold
Partner with Collections to determine what is owed
You will receive an email that includes:
You
The assigned Collector
Details on the account and next steps
Next Steps With Your Customer
After receiving the email:
You, the collector, and Business Ops will align on:
What is owed
What must be resolved to clear the credit hold
You’ll work directly with the customer to ensure payment is made
✅ The deal cannot move forward until the required payments are completed and the credit hold is resolved.