BellaCT's avatar
BellaCT
Experienced User
7 months ago
Status:
Open

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. We have a very large customer base so manually keeping track is difficult.

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.

receive payments

2 Comments

  • AmandaMYOB's avatar
    AmandaMYOB
    MYOB Moderator
    6 months ago
    Status changed:
    New
    to
    Open

    Hey BellaCT

    Thanks for your idea! We'll be sharing this one with our product teams and have updated the status to open for other members of our community to vote and add weight to your idea!

  • CBS001's avatar
    CBS001
    Contributing Cover User
    24 days ago

    It would be also great if the Credit Hold icon, button, was more accessible on the Customer List, going inside the card for 50 cards is painfull.

    The Card Actions - Credit Hold button doesnt work. So even this would be better not to go into each card. 

    Can you update this. 

    Other account services have an automated system where if the account is 35 (or set by company) days overdue it goes on Hold , then you can pause this or extend for extra *** days when required. no going in and putting everyone on hold at the end of the month when they dont pay. 

    Make a little less easy for customers to purchase something when you have multiple staff inputting the sales.  Can you please help make this section a little less tiresome.