Forum Discussion

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 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.

idea exchange

notifications

payments

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

6 Replies

Mike_James
Ultimate Cover User
1 year ago
The Ideas link is Receiving payments from a customer that is on credit hold | MYOB Community should anyone need it.
Isaiah_C
MYOB Moderator
1 year ago
Hi BellaCT,

Thanks for your patience. If you need additional concern in the future, feel free to post again.

Regards,

Sai
BellaCT
Experienced User
1 year ago
Thank you Genreve_S . I have posted it now. Shame it has to get votes to be noticed though. Reckon have this funtionality already.
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
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.
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