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

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

No, not possible.

Thanks!!

it is possible to block specific clients?

Thanks!!!

Is it possible to block specific clients manually? for example we have changed the credit limit to 0 and a message appears when sales team is trying to issue an invoice but they just click Accept or Ok and keep the process , but I need to block it

Thanks in advance

Greetings, jvgonzalez, and welcome back to the Community. It is a pleasure to assist you with your query. Please allow me to provide you with some information regarding this matter.

We aim to make QuickBooks Desktop (QBDT) easy to use for all your tasks. However, at the moment, it's not possible to manually block certain clients or select the number of days overdue before blocking them. I suggest submitting a feature request to our software engineers. They can consider adding this functionality in future product updates. Here are the steps to follow:

1. Select the Help option, then click the Send Feedback Online option.
2. Tap Select the Product Suggestion option. A pop-up window appears.
3. Enter your feedback suggestion.
4. Hit the Send Feedback button. 

In QuickBooks Desktop, you have the option to generate reports that allow you to monitor your invoices and tailor the information to your specific needs. For further guidance, please check out these articles for reference:

• Understand reports
• Customize vendor reports

Should you have any inquiries pertaining to QuickBooks, kindly click the Reply button below or submit your concerns in the Community section. May you have a pleasant day ahead, jvgonzalez.

Please, how can I set it up on QuickBooks on-line?

Thank you!

Welcome to the QuickBooks Community, Saabf. I want to ensure that your idea about stopping QuickBooks Online (QBO) from automatically sending invoices for customers with past-due invoices.

Currently, the option to stop QuickBooks from automatically sending invoices for customers with past-due invoices is unavailable. However, you can share your thoughts with our product developers, who may consider your suggestions for future updates.

Here's how:

1. Click on the Gear icon.
2. Select Feedback.
3. Enter your suggestion and click Submit Feedback.

Additionally, you can check out this article for personalizing your QBO sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Let us know if you have other concerns about your invoice preferences in QBO. We're here to help you in any way we can.

If you select that option, is it possible to override it and still create an invoice for a customer?

Invoices can't be created once the Do not sell to overdue customers restriction is turned on, RWRobbins. Allow me to share details about this feature.

The system automatically blocks any attempts to generate new invoices for customers who haven't paid their previous bills on time.

When a user tries to create an invoice for a customer with an overdue balance, they'll see a prompt that says "Sorry, but you can't sell to customers with an overdue balance."

You'll need to uncheck the box or let the customer pay to zero out the balances before any invoices can be created. 

Feel free to check out these customer-related articles in case you need more resource materials about this:
 

• Track your cash flow in QuickBooks Desktop
• Customize customer, job, and sales reports in QuickBooks Desktop

 Feel free to return to this forum anytime you need further assistance or clarification. We're here to support you with any questions or challenges you may have while working with invoices and payments in QuickBooks Desktop.