Contacts - Credit Hold to stop Quotes being raised
Ability to block Quotes being raised/sent if a customer has reached its credit limit. Another tick box like the one for Invoices except this is for Quotes.
2
votes
Katie Rolph
shared this idea
-
Jodie Irwin
commented
We have a situation where a customer has gone into Administration and they unfortunately owe us monies which exceeds their credit limit from when the account was set up. The only way to get notified of an account exceeding a credit limit is when the invoice is raised and for us this is too late as the goods have already been made and dispatched at the time of invoicing.