Customer Alerts

Cassie_9763441
Cassie_9763441 Member Posts: 3
edited July 2019 in Accounts Hosted
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)

Comments

  • Adrian_6974554
    Adrian_6974554 Member Posts: 191 ✭✭
    edited December 2018
    In the customer payment area you can put in a credit limit, so if they go to raise an invoice a warning pops up.

    Adrian