--- title: Processing orders for customers on credit hold or with overdue invoices. description: A customer's credit status will appear on the Header tab of the sales order window. If a customer is on credit hold or have overdue invoices, the order cannot be invoiced unless their credit is approved on the order. --- [Skip to content](https://hub.acctivate.com/articles/process-orders-for-customers-on-credit-hold-or-with-overdue-invoices#main-content) [Go to Customer Portal](https://hub.acctivate.com/tickets?hsLang=en) ![Acctivate - A CAI Solution](https://hub.acctivate.com/hubfs/Images/Logos/acctivate-cai-logo-svg.svg) - [Knowledge Base](https://hub.acctivate.com/articles) Open main navigation Close main navigation - [Knowledge Base](https://hub.acctivate.com/articles) - [Go to Customer Portal](https://hub.acctivate.com/tickets) - [Support Resources / Create Ticket](https://acctivate.com/support) [Support Resources / Create Ticket](https://acctivate.com/support) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://hub.acctivate.com/articles?hsLang=en) 2. [Sales](https://hub.acctivate.com/articles/sales?hsLang=en) 3. [Orders](https://hub.acctivate.com/articles/sales?hsLang=en#orders) April 14, 2025 # Processing orders for customers on credit hold or with overdue invoices. ## A customer's credit status will appear on the Header tab of the sales order window. If a customer is on credit hold or have overdue invoices, the order cannot be invoiced unless their credit is approved on the order. Acctivate enables users with appropriate permissions to [manage credit & collection](https://acctivate.com/features/credit-management-software/) processes. The following details how to process orders for customers on credit hold or with overdue invoices. **Overriding Hold Status to Process Sales Order** A customer's credit status will appear on the sales order on the **Customer **between the **Shipping** and **Payment tabs** directly under the **Customer Name** field. You will see a triangle with an exclamation point icon when credit needs to be approved. If the credit status is in good standing, you'll see **Credit OK** without the need to release anything. If their credit status is not in good standing, you'll see **Over Limit**, **Overdue,** or **Credit Hold** in red. With the proper permissions, the user can Approve credit by doing the following: 1. **Edit** the Sales Order and make the **Customer** tab active 2. Click **Approve credit...** ![Customer-tab-1](https://hub.acctivate.com/hubfs/Customer-tab-1.png) 1. An **Order Hold Status** popup window will open. Select your user name from the **Released** **by** drop-down list, then enter your password. If you're the user currently logged in, there won't be a password entry box when you have permission to override credit status. 2. Click the **Release** button ![Release-Credit-Hold](https://hub.acctivate.com/hubfs/Release-Credit-Hold.png) The order will be released from the hold status and the status button will then read **Credit Approved** along with who approved it and on what date. *Note: this only releases the hold status on the specific order, not for the customer.* ![Credit-Approved-1](https://hub.acctivate.com/hubfs/Credit-Approved-1.png) When the order has been completed by invoicing all detail lines, the data related to which user approved the customer's credit approval will be hidden. ![Completed-Credit-Approval](https://hub.acctivate.com/hubfs/Completed-Credit-Approval.png)   - [Getting Started](https://hub.acctivate.com/articles/getting-started?hsLang=en#main-content) - [Basics](https://hub.acctivate.com/articles/getting-started?hsLang=en#basics) - [User Interface](https://hub.acctivate.com/articles/getting-started?hsLang=en#user-interface) - [Manager windows](https://hub.acctivate.com/articles/getting-started?hsLang=en#manager-windows) - 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