Customer Alerts
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)
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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
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