STOP POSTING TO A CUSTOMER ACCOUNT

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  • Updated 4 years ago
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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
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Geraldine

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Posted 4 years ago

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John Peppas, Accredited Partner

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Hi

Have you considered making the Customer Inactive
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Geraldine

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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.
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John Peppas, Accredited Partner

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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
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Geraldine

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Thanks the credit limit brings up a warning, and I am able to put in $0.00.