Settings and activity
3 results found
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611 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been shared with, and considered by, our product team - so they have an understanding of the work that would be required for this.
We'd like to confirm that, at this stage, the automatic generation and sending of reports is not something we have plans to develop in the near term. We are still interested to get a clearer understanding of demand for this feature, and we'll continue to track this through the conversation and votes on this idea. If there's any change we will let you know!
George Turton
supported this idea
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11 votes
Appreciate there are more settings that you'd like to expand the use of the Credit Limit for, Joyce.
In lieu of change in the direct feature atm, one way to prevent further invoices from being raised for a contact could be to set their limit to the amount of the invoice due which would stop all future invoices for the contact being raised.
An error occurred while saving the comment George Turton
supported this idea
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39 votesGeorge Turton
supported this idea
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An error occurred while saving the comment George Turton
commented
This would be a really useful feature
Add an option within the contact settings to block any new invoices being created if their account is overdue by a certain number of days.
Like most companies, we would look to stop any new invoices being raised once a customer is more than X days overdue rather than an amount overdue.