Forum Discussion

BellaCT's avatar
BellaCT
Experienced User
2 months 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
    2 months 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
2 months 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
2 months 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
    2 months 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

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