Customer Alerts
Options
Cassie_9763441
Member Posts: 3 ✭
Can anyone please tell me if you can put a note on a customer file - so when the boys are doing a invoice it will alert them (I need a note alerting them that we had previously written off debt for a particular customer)
0
Comments
-
In the customer payment area you can put in a credit limit, so if they go to raise an invoice a warning pops up.
Adrian1
Categories
- All Categories
- 6.4K Accounts Hosted
- 10 📢 Reckon Accounts Hosted - Announcements
- 5.9K Reckon Accounts (Desktop)
- 3 📢 Reckon Accounts Desktop - Announcements
- 1.3K Reckon Payroll 🚀
- 21 📢 Reckon Payroll - Announcements
- 21 Reckon Payroll Help Videos 🎥
- 21 Reckon Mate App
- 3K Reckon One
- 7 📢 Reckon One - Announcements
- 10 Reckon Invoices App
- 14 Reckon Insights
- 107 Reckon API
- 822 Payroll Premier
- 307 Point of Sale
- 1.9K Personal Plus and Home & Business
- 63 About Reckon Community