Allow one order or unblock until a date
Sometimes a blocked company should still order, for example when a payment is on its way by bank transfer. Open the company in CreditHold and choose one of these:
- Allow one order: both rules are off until the company's next order on payment terms is recorded, usually within a minute of being placed. A draft order your staff complete on payment terms also counts. If no such order is recorded, the rules apply again on the date shown.
- Unblock until a date: both rules are off until the end of the day you pick, in your store's time zone. Then they apply again by themselves.
Each exception asks for a reason, which only you and your staff see; it's saved in the company's history. To cancel an exception early, select End override.
Block a company yourself
Select Block company and choose a reason: payment dispute, bounced or failed payment, account closed, or other. Orders on payment terms are blocked until you select End manual block, whatever the balance. Buyers can still pay their open orders and place orders paid upfront.
Each company's page lists the times it was blocked in the last 90 days, and why.
You can do the same from Shopify's own company page: More actions, Block or unblock company.
Still stuck? Email support.credithold@takisoft.net. We reply within one business day.