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I have a retail / service business. occasionally I have had a customer refuse to pay and would like a way to notify me of this if they come back in.
A note that pops up when I start an invoice or a blacklist feature would be great.
Any reccomendations are greatly appriecated
Thanks for getting in touch with the Community, rufunky.
I can certainly understand how an ability to blacklist customers/receive alerts about their blacklisting could be useful and have submitted a suggestion about it as of today.
You can also submit your own feature requests while using QuickBooks.
Here's how:
Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.
As a workaround, you can add notes to customer profiles:
Another option is to make customers inactive. You can do so by right-clicking their profile on your customer list, then selecting Make Inactive.
You can also check our QuickBooks App Store for apps which may be able to help you achieve what you're looking to do.
If there's any additional questions, I'm just a post away. Have an awesome day!
Navigate to the Payment Setting on your customer file and set the Credit Limit as 0.
Then navigate to Additional Info, you can create some new Customer Types (e.g Blacklisted, Watchlist)
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