Forum Discussion

BellaCT's avatar
BellaCT
Experienced User
1 year ago
Solved

Receiving payments from a customer that is on credit hold

I want a solution that 'flags/ notifies ' the user when entering a 'receive payments' for a customer that is on credit hold. Currently putting a customer on credit hold only prevents any further sal...
idea exchange
notifications
payments
  • Genreve_S's avatar
    Genreve_S
    1 year ago

    Hi BellaCT,

     

    I can see how having pop-ups/notifications for credit-hold customers could be useful for users who need to keep track of a large customer base. I suggest posting this idea on the Ideas Exchange board to gain traction and votes, which might help it get considered for a future update.

     

    Regards,
    Genreve

Isaiah_C's avatar
Isaiah_C
MYOB Moderator
1 year ago

Hi BellaCT,

 

We appreciate you bringing this to our attention. Managing payments for customers on credit hold is a key part of staying on top of your accounts, and I'd like to offer a helpful solution.

 

You can set up a preference in AccountRight to warn you when a customer has outstanding credit before applying a payment. Go to Setup>>Preferences>>Sales tab. Check the box that says Warn if Customer has an Outstanding Credit Before Applying a Payment. This feature ensures you're notified before applying a payment to customers with outstanding credit or on hold.

 

 

Regards,

Sai

BellaCT's avatar
BellaCT
Experienced User
1 year ago

Thank you for your reply Isaiah_C . I think you'll find that feature you mention applies to customers who are IN CREDIT not customers who have outstanding invoices therefore been put ON CREDIT HOLD.   A very different situation.

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    1 year ago

    Hi BellaCT,

     

    I can see how having pop-ups/notifications for credit-hold customers could be useful for users who need to keep track of a large customer base. I suggest posting this idea on the Ideas Exchange board to gain traction and votes, which might help it get considered for a future update.

     

    Regards,
    Genreve

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Level up your skills using MYOB software.

 

Find help guides and technical solutions for all MYOB products here

Explore video tutorials for our software at the MYOB Academy here

 

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.