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J
jvgonzalez
July 28, 2023
Solved

HOW TO block the system automatically when the customer has invoices past due

  • July 28, 2023
  • 10 replies
  • 44 views

Hi community I am trying to block the system automatically to avoid the sales team issuing new invoices when the customer has invoices past due

Please how do I do it?

Best answer by BigRedConsulting

To do this, start at Edit | Preferences | Sales & Customers | Company Preferences.  Then select the option "Do not sell to overdue customers".

10 replies

BigRedConsulting
BigRedConsultingAnswer
Level 15
July 28, 2023

To do this, start at Edit | Preferences | Sales & Customers | Company Preferences.  Then select the option "Do not sell to overdue customers".

    J
    jvgonzalezAuthor
    July 28, 2023

    Thanks!!!

    Do you know if it is possible to select the number of days overdue to block the customers? Let me explain, if the credit term is 15 days on day 16 the invoice is past due and the system will block the customer, but it would be better if a could give an additional 5 days to process the collections or wait for international transfers .... is it possible?

    Thanks in advance

    BigRedConsulting
    BigRedConsulting
    Level 15
    July 28, 2023

    No, not possible.

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