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
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
Self-help & Learning
Level up your skills and find answers across all MYOB products
Help Guides
MYOB Academy
