Moving an Account to the Credit hold

Accounts

An Account with the Active status automatically gets the Credit hold status in the following cases:

• The Account Balance became less than the Financial blocking threshold, which was set in the Account Class (see Creating an Account Class) or individually for the Account (see Viewing and updating an Account's details);
• The Account was unblocked after the Administrative hold (see Administrative hold of the Account), and the Financial blocking threshold can't cover the Account Balance;
• The Manager set the Financial blocking threshold that can't cover the Account Balance.

Users that are attached to an Account with the Credit hold status, retain the access to the Customer Control Panel (see Access levels of Users). The Users with the Owner and the Admin access levels can perform the following operations with Subscriptions:

• Order non-trial Subscriptions. In this case, two Payments will be created:
  • For topping up the Account Balance by an amount that is necessary to move an Account from the credit hold;
  • For the ordered Subscription.
  When the User completes any of these Payments, the funds will be primarily used to discharge the debt at the Account Balance.
• Manage the existing postpaid Subscriptions;
• Order new postpaid Subscriptions.

Users with the Owner and the Admin access levels cannot manage the existing prepaid Subscriptions regardless of the Subscriptions statuses (renewing and stopping the Subscription, changing the Plan, upgrading or downgrading Resources).

If a User is attached to several Accounts, one of which is in the Credit hold, the Credit hold status for this Account is displayed on the Accounts page in the Customer Control Panel.

Subscriptions

After moving an Account to the Credit hold, the prepaid Subscriptions get the following statuses:

• If in the Account Class, Stop subscription type is set to Automatically (see Account Classes):
  
  • Subscriptions with Active and Graced status will get the Stopped status. The Subscription status is saved and restored if the Account gets the Active status (see Returning an Account from the Credit hold);
  • Subscriptions with the Activating, Renewing, Updating, Stopping, Deleting statuses get the corresponding stable status and then:
    • If the stable status is Active or Graced, Subscriptions get the Stopped status. The Subscriptions statuses are restored when the Account gets the Active status (see Returning an Account from the Credit hold);
    • If the stable status differs from Active or Graced, these Subscriptions do not change their statuses;
  • Subscriptions with the status that differs from Active or Graced, do not change their statuses;
• If in the Account Class, Stop subscription type is set to Manually (see Account Classes):
  
  • All Subscriptions with Active and Graced status get the Waiting for manual approve status;
    • Subscriptions, which have the status that differs from Active or Graced, do not change their statuses;
    • Subscriptions with the Activating, Renewing, Updating, Stopping, Deleting statuses get the corresponding stable status;
  • The corresponding Manual operation (see Manual Operations) is created in order to move the Subscription from Waiting for manual approve to the Stopped status including Subscriptions that got the Waiting for manual approve status from the Activating, Renewing, Updating, Stopping, Deleting statuses.