Hi everyone, I have been told by staff that if we create a Customer as COD we still need to put an amount in the credit limit of say $0.01c as nothing alerts staff that this customer is COD. Would love some feedback as this doesnt make sense. COD is no credit so should prompt our sales staff. Thank you
Hi, Rebecca711
Thanks for your post, and welcome to the MYOB Community Forum.
Kindly check the credit limit on the selling details of the customer. To do this, go to Card File > Cards lists > Customer tab and then select the customer name > Selling Details > Under Customer Terms Information, make sure the Payment is Due COD and the credit limit is $0.
Please let us know if you require any assistance regarding this.
Best regards,
Doreen
My apologies but this has not answered my question. Putting $0 as credit does not alert to the staff that are entering sales that this is not an account customer
Hi, Rebecca711
Thank you for your response.
Please allow us to check on this so we can provide you with the relevant workaround. We truly appreciate your patience.
Best regards,
Doreen
Hi, Rebecca711
For us to further assist you with this, kindly send us a screenshot of the window you are referring to. Make sure to remove sensitive information before posting in the Forum.
We are looking forward to your response.
Best regards,
Doreen
Hi, Rebecca711
We hope this message finds you well. We have been awaiting additional updates from your end regarding the assistance request. As we haven't received any recent updates, we will be closing the case now. Please be assured that should you need further support, we are here to assist you promptly. Feel free to start a new post, and we'll be ready to address your concerns.
Best regards,
Doreen
