BellaCT
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Joined 4 years ago
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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.Re: Receiving payments from a customer that is on credit hold
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.66Views0likes1CommentReceiving 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.Solved115Views0likes6CommentsRe: email through outlook issues
We are experiencing this same issue but only on the PC's that have updated to Outlook version version 2212. Those PC's still on Outlook version 2211 are working as per normal (i.e email signature is attached to emails). Outlook settings have not been changed and when creating a new email directly in outlook the signature is there so it is an issue with the Outlook/Myob Accountright interface. Can MYOB please look into this?918Views0likes0CommentsWhere are the cloud based company files stored? Time zone issue when imported data via API
Can you please advise where MYOB has its data centers. I need to know the time zone the data is stored in, because I believe we have a time stamp issue with data imported into myob from shopify via a third party. If anyone else has encountered (and solved) this probelm please please please message me. This issue has been with the myob's API support team for 12 MONTHS!!! and still no-one has accepted responsibility! Meanwhile I continue to send out cutomer statements missing most of the final day of the months invoices because myob actually thinks they are for the next day! Same goes for emailing the days invoices and runnng EOM receivables reports! It is sooooo frustrating!! If MYOB could please advise the time zone of their data storage and confirm a time stamp issue is a possibility when importing via an API, at least it would be a start!890Views0likes2Comments