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....
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.