Put a customer on Hold.

the ability to put a customer account on hold to stop any further invoices being raised, for example if they are over their credit limit or have outstanding debts.

Also to have a flag when raising an invoice showing if this invoice takes them over their credit limit.

Guest
Jul 6 2020
Great Idea Currently In The Works

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Guest commented

March 31, 2021 15:00

I have entered credit limit amounts for customer, and it asks if you are sure you want to process the invoice. Its under the Statistics tab.

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3 Vote

Add the facility to put customer accounts on hold to prevent new invoicing Merged

Where a number of people are responsible for adding invoices to the system, it would be helpful to be able to flag a customer as being on credit hold as an alternative to expecting everyone to remember, especially when staff are working remotely.

Created 07 Jul 15:22

Sales

0 Great Idea Currently In The Works
4 Vote

Customer Status - On Hold / Stop Merged

The ability to set a customer status as in Line 50. ie On Hold, Stop Legal etc. There appears to be little or no credit management facilities.

Created 03 May 11:04

Ledger Management

0 Great Idea Currently In The Works

Put a customer on Hold.

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Add the facility to put customer accounts on hold to prevent new invoicing Merged

Customer Status - On Hold / Stop Merged

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