Settings and activity
3 results found
-
74 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 
Kelli Kirkhoff
supported this idea
·
-
2 votesKelli Kirkhoff
shared this idea
·
-
358 votes
Thanks for your involvement and sharing your interest in adding multiple email addresses for a client in Practice Manager with us here.
This idea has been reviewed by our product team however with other priorities right now we don't have immediate plans for developing this capability. If there's any movement or news we'll definitely share with you all, here.
Kelli Kirkhoff
supported this idea
·
Ability to be able to place a client on credit hold to prevent further work being started - currently the only way to put a client on credit hold is through job status but this is not effective as you have to keep putting new jobs on credit hold as they generate.