If a customer is not up to date with their payments, you can choose to suspend their account.
In effect, this means that the user will see a warning pop up on the screen when they generate an order for this customer, as well as the system not permitting orders to be sent to this customer.
Step-by-step guide
1.
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Navigate to the Contacts screen
2.
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On the customers tab, type in the Customer's name, and click Search
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3. Click on the name of the
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Customer to show the Customer Information screen
4. A pop out window will open, go to financial tab
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5. Check the box next to Suspend Account
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Click Save
Important:
- If you wish to reverse the effect of Suspend Account, simply follow the above steps except uncheck the box and click Save
- If you attempt to generate a Sales Order for a suspended customer the following pop up will appear:
