Settings and activity
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49 votes
Hi community, thanks for your interest on this. While being able to move a Tax Return to another job is something we may look to do later, it's not in the near term plans. For now, we'll continue to collect and monitor your feedback, and share if there's any progress.
Bonnie Wolverson
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70 votes
Hey community,
As some of you are aware, you can edit a contact and set a credit limit, and optionally block new invoices when the credit limit is reached in new invoicing.
Understand that a few of you are asking for a feature to put a stop on a contact so they can’t be sent invoices regardless of what their credit limit is, as well as others who'd like to see this implemented on the supplier side.
We'd like to confirm that this is not something we have plans to develop at this time. We're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here 👀
If there's any change we will let you know on the thread. Thanks
An error occurred while saving the comment Bonnie Wolverson
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40 votesBonnie Wolverson
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47 votesBonnie Wolverson
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I agree. It would be very helpful to be able to manually mark a client as stop credit or similar so that no further work is started for the client. This could be for many reasons, not only if they reach a credit limit. Maybe because payment is over 30 days old, as an example.
It seems odd that a manual box cannot be added to the client file.