---
title: "Vouchers : Creating A New Credit Book Holding Account"
description: holding account, credit book, add account
---

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1. [Club Caddie](https://support.clubcaddie.com/?hsLang=en)
2. [Vouchers](https://support.clubcaddie.com/vouchers?hsLang=en)
3. [Credit Books](https://support.clubcaddie.com/vouchers?hsLang=en#credit-books)

May 27, 2026

# Vouchers : Creating A New Credit Book Holding Account

## Article Contents: This article explains how to create a new credit book holding account in Club Caddie.

**Step by Step:

Step 1:**

Navigate to **Vouchers** (1) and select **Credit Book Vouchers** (2), **Holding Accounts** (3), then select **Add** (4).

![](https://support.clubcaddie.com/hs-fs/hubfs/Knowledge%20Base%20Import/edbsndfae4a99aa2db264717c299454b4d7c57dc33438c41013e867798cee2670e70c6d17d9ef4d30b13f0acb439875279e71-1.png?width=670&height=120&name=edbsndfae4a99aa2db264717c299454b4d7c57dc33438c41013e867798cee2670e70c6d17d9ef4d30b13f0acb439875279e71-1.png)

**Step 2:**

The voucher creation screen will open.   
(1) You can input customer details to tie a specific voucher to a customer account.  
(2) You can input a starting balance and adjust the validity dates if needed.  
(3) Any required notes to include with the holding account.  
(4) To specify a custom name for the holding account you'll need to select "Specify" then input the desired holding account name.  
5\) If the credit voucher will be department restricted use the provided arrows to move the departments to the 'Assigned Departments' pane.  
(6) Select **Add** to finalize the creation.

![](https://support.clubcaddie.com/hs-fs/hubfs/image-png-Mar-06-2026-02-30-57-4041-PM.png?width=335&height=508&name=image-png-Mar-06-2026-02-30-57-4041-PM.png)

 

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