Settings and activity
3 results found
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680 votes
Hey everyone, thanks for all the votes and feedback on this idea! Our product teams have definitely taken note and understand the effort involved in automatic report generation and sending.
While it's something we see as valuable in the long run, it's not currently on our development roadmap with a specific timeframe. We're still keen to hear from those of you who would find this feature helpful, so please keep the conversation and votes coming. We'll be sure to update you if our plans change.
George Turton
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12 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
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43 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.