Receiving payments from a customer that is on credit hold

Question

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.

isaiah_c · Answer

Hi BellaCT,
&nbsp;
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.
&nbsp;
You can set up a preference in AccountRight to warn you when a customer has outstanding credit before applying a payment. Go to Setup&gt;&gt;Preferences&gt;&gt;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.
&nbsp;
&nbsp;
Regards,
Sai

bellact · Answer

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.&nbsp; &nbsp;A very different situation.

genreve_s · Answer

Hi BellaCT,
&nbsp;
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.
&nbsp;
Regards,Genreve

bellact · Answer

Thank you Genreve_S .&nbsp; I have posted it now.&nbsp; Shame it has to get votes to be noticed though.&nbsp; Reckon have this funtionality already.

isaiah_c · Answer

Hi BellaCT,
&nbsp;
Thanks for your patience. If you need additional concern in the future, feel free to post again.&nbsp;
&nbsp;
Regards,
Sai

Forum Discussion

Receiving payments from a customer that is on credit hold

Looking for something else?

Related content

BPAY PAYMENT NOT RECEIVED

Customer payments

Online Customer Payment email not received

Receive payments

Receive Payments from customers

Customer Payment reports

Receiving error when recording payment

Customer Payments