STOP POSTING TO A CUSTOMER ACCOUNT

GeraldineGeraldine Member Posts: 19
edited February 2017 in Accounts Hosted
Hello Is there a way to stop posting to a Customer Account? Especially if they are a customer that has been put into "Stop Credit" or liquidation? Whilst I have put notes on the account, notes do not appear on the sales orders screen when sales orders are accessed via the home screen, and I risk orders being dispatched and invoices raised if notes are not acknowledged. Thank you

Comments

  • Big HatBig Hat Accredited Partner Posts: 101
    edited February 2017
    Hi

    Have you considered making the Customer Inactive

  • GeraldineGeraldine Member Posts: 19
    edited June 2016
    That hides it from the screen doesn't it? They are in stop credit or liquidation as they owe money so ideally I want to keep them sitting there so it is not forgotten about.
  • Big HatBig Hat Accredited Partner Posts: 101
    edited February 2017
    Why not put a credit limit in place and when raising an Invoice you should get a prompt advising the credit limit has been reached.

    The other option would be to create another Account Receivable account in the GL and assign the Bad Debt Accounts to that account which would then keep it separate from your day to day debtors

  • GeraldineGeraldine Member Posts: 19
    edited June 2016
    Thanks the credit limit brings up a warning, and I am able to put in $0.00.
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