Steps
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Open Front Desk → Groups, select the intended account, and choose Credit Terms. These controls also require the applicable corporate-finance access.
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Set Default billing method, Billing cycle, Billing terms (days) and Credit limit. Review Credit enabled, Wallet enabled, Wallet auto-fallback to credit and Wallet low-balance threshold, then choose Save credit terms.
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To restrict account use, enter Account hold reason and choose Place hold at the top of the workspace. Use Remove hold when the restriction can be lifted, then verify the account's resulting hold state.
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Open Controls, select Allowed categories and Blocked categories, and set Max spend per guest/day and Approval threshold amount as needed.
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Choose Save spend controls and verify Spend controls saved. Check these rules before authorising room or service charges against the account; saving terms does not collect an outstanding balance.