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
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 sales on their account but doesn't prevent a payment being applied to their account, so how do you know to take the customer credit hold?
I know reports can be run or we can look on the customer card register , but I want to know if the customer is on credit hold at the time of processing the payment.
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Hi BellaCT,
\n\n
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.
\n\n
Regards,
Genreve
Hi
\n
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.
\n\n
Regards,
Genreve
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.
","body@stringLength":"434","rawBody":"Thank you for your reply
