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
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.
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
