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Using QBDT, I am looking for a way to enforce my credit terms better. Is there a way to warn the person invoicing of the fact that the customer has exceeded it credit limit, a way to place the account on Credit Hold? I have seen the option to turn on "do not sell to past due customers" but this is too agressive and simply doesn't allow you to start an invoice for the customer. I would prefer to see a warning that could be overridden. Any other suggestions?
Hi there, Renee.
I can see that you've posted the same question twice. I can guide you to the thread addressed by my colleague @JasroV.
Here's the link: https://quickbooks.intuit.com/learn-support/global/manage-customers-and-income/re-customer-credit-te....
For additional tips about managing customer transactions/payments, I also recommend checking out our help articles.
If you have any other questions with QuickBooks or customer payments, please let me know by adding a comment below. I'm more than happy to help. Keep safe always!
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