Accounting Ideas

I would like to be able to place a customer on hold for non payment etc..


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  • Jul 20 2023
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    Kyle Mitchell commented
    July 21, 2023 08:30

    Hello, You are able to make a customer inactive through the Customer Edit screen. This will stop you from being able to post new transactions against the customer. Once the payment is received you can simply go to Account status and make them active again.