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Until the customer is APPROVED, users will not be able to GENERATE SALES ORDERS or INVOICES for those customers which have not been approved.
Turn on Approved Customers feature. Please remember that when
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When this is turned |
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off, you are unable to generate |
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Sales Orders or |
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Invoices until the customer is approved. You can still build and save them, you just cant generate. |
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Go to Settings >> Accounts >> Others 
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2. Allow certain users to approve customers
Note: Only Administrators can update access permissions for users.
Go to Contacts >> Work and search for the staff member you want to give customer approval rights to
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Click on the contact you want to give customer approval access to and turn on the Access Finance Tab option. the user will now have
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the user will now be able to access the finance tab on the customer screen. When they do they can check the CUSTOMER APPROVED check box one they have checked the other information on this screen.
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How to get a list of Approved
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/ Not
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Approved customers
Please contact Indigo8 Help if you need many customers to be approved at one time
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. We can set the existing customers to approved for you.
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To get a list of customer information
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, run the following
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Excel report to ensure information for those customers is up to date.
Go to Contacts >> Clients Enter the Contacts screen
Select the Clients tab and press Search to return view all customers.
press Press the EXPOT EXPORT CUSTOMERS button located at the bottom of the page and create a report similar to the following.
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