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emmadebarry's avatar
emmadebarry
Experienced User
2 years ago

Customer and credit limits

I'm wondering if you can automate the "place customer on credit hold' feature? So for example if the customer reachers their credit limit it automatically switches on and no invoices can be made?

 

Thanks

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  • LRBooks61's avatar
    LRBooks61
    Ultimate Cover User
    2 years ago

    Hi

     

    If you have set a credit limit for a customer and an invoice is prepared and the amount brings them over the credit limit the system will ask if you wish to proceed with the invoice.

     

    So MYOB won't actually stop you recording the transaction unless you cancel it at the time.

     

    Hope that helps

     

    Lisa

     

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