Credit holds

A hold stops a company ordering regardless of available credit. Checkout shows your hold message (default):

Ordering is paused on your account. Contact us to arrange payment and we’ll lift the hold straight away.

admin.shopify.com/store/aldgate-supply/apps/transactful

Search · Aldgate Trade Supply

Home

Orders

Products

Customers

Transactful

Dashboard

Review queue

Companies

Rules

Receivables

Settings

Companies › Severn Valley Interiors

Severn Valley Interiors On hold

Automatic hold — invoice #1032(£1,870.00) is 14 days overdue. The hold lifts automatically the moment payment is recorded. Buyer notified 14 Jul.

Record paymentSend reminderLift hold manually

An automatic overdue hold: the invoice that caused it, and how it ends.

Manual holds

One click on the company’s credit page, with an optional internal reason. Lift it the same way. Use it for disputes, suspected fraud, or “the owner said stop”.

Automatic overdue holds

Configure per store: place a hold when any invoice is N days overdue (default off; common values 7 or 14). The sequence a buyer experiences:

1. Invoice passes due date → counted overdue, reminder emails begin (notifications).
2. N days overdue → hold applied automatically; buyer notified with the exact invoice(s) and amounts.
3. Payment recorded → hold lifts automatically within seconds. No waiting for you to notice.

Manual holds never lift automatically – you placed them, you lift them.

Holds vs limits

A limit answers “how much more can they take?”; a hold answers “should they be ordering at all right now?”. A held company can have plenty of available credit – the hold wins. Both states are visible on the company page, in the queue, and to the buyer in their account.