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AccountRight

Sales: Receive Payments - Show if on credit hold

Experienced Cover User

67Posts

39Kudos

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67 Posts
Experienced Cover User
Australia

 It would be ideal if the "ON CREDIT HOLD" message could display on the "Receive Payments" screen when entering payments received from customers that are on hold.

The customer is put "on hold" because they haven't paid, so when they have paid it is only logical that the credit hold would be removed, which could be done "on the fly" while entering the payment.

In some businesses, the Accounts Receivable person would put the customer on hold, and it needs to be released (on receipt of payment) so that the data entry person can enter the invoices/orders.

 

"Credit Limit to displaying when receiving customer payments"

Current Status: Open
Last Changed: November 2018

Thank you for your idea. Our team has reviewed the idea and has ensured it meets our idea submission criteria. For more information on idea submission criteria, please read this article: Changes to our Idea Exchange pages

2 Comments
MYOB Moderator Steven_M
33,628 Posts
MYOB Moderator

Thank you for your idea. Our team has reviewed the idea and has ensured it meets our idea submission criteria. For more information on idea submission criteria, please read this article: Changes to our Idea Exchange pages

Experienced Cover User BEER
67 Posts
Experienced Cover User

Would it be possible to display that the customer is "On Hold" when receiving a payment from the Customer that is on hold, so that they can be taken off Customer Hold as they have paid their outstanding account.

 

As you are aware, when the Customer is On Hold, invoices cannot be processed for the customer. If payment has received, then the customer should be able to order again. If the "On Hold" was displayed it would eliminate the need for Accounts to remember that the customer is on hold when processing payments.