Customer and credit limits

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emmadebarry
Experienced User
10 Posts
Experienced User
Experienced User

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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

1 REPLY 1
LRBooks61
Ultimate Cover User
1,054 Posts
Ultimate Cover User
Australia
Ultimate Cover User

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Re: Customer and credit limits

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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