Forum Discussion

Rebecca711's avatar
Rebecca711
Experienced User
2 years ago

Credit Limit and COD Customers

Hi everyone, I have been told by staff that if we create a Customer as COD we still need to put an amount in the credit limit of say $0.01c as nothing alerts staff that this customer is COD.  Would l...
Doreen_P's avatar
Doreen_P
MYOB Moderator
2 years ago

Hi, Rebecca711

 

Thanks for your post, and welcome to the MYOB Community Forum.

 

Kindly check the credit limit on the selling details of the customer. To do this, go to Card File > Cards lists > Customer tab and then select the customer name > Selling Details > Under Customer Terms Information, make sure the Payment is Due COD and the credit limit is $0.

 

Please let us know if you require any assistance regarding this.

 

Best regards,

Doreen

  • Rebecca711's avatar
    Rebecca711
    Experienced User
    2 years ago

    My apologies but this has not answered my question.  Putting $0 as credit does not alert to the staff that are entering sales that this is not an account customer

    • Doreen_P's avatar
      Doreen_P
      MYOB Moderator
      2 years ago

      Hi, Rebecca711

       

      Thank you for your response.

       

      Please allow us to check on this so we can provide you with the relevant workaround. We truly appreciate your patience.

       

      Best regards,

      Doreen

      • Doreen_P's avatar
        Doreen_P
        MYOB Moderator
        2 years ago

        Hi, Rebecca711

         

        For us to further assist you with this, kindly send us a screenshot of the window you are referring to. Make sure to remove sensitive information before posting in the Forum.

         

        We are looking forward to your response.

         

        Best regards,

        Doreen

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