Settings and activity
2 results found
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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 · -
38 votesGeorge Turton supported this idea ·
An error occurred while saving the comment George Turton commentedThis 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.