Suspending a Customer Account
- Leon Lu
- Sandra Petrovic
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. Click on left arrow on the navigation bar, select contacts
2. Type the first two letters of the Customer's name, and click Search
3. Click on the name of the Customer, in the screenshot above, this would be 'David Jones - Bourke St'
4. A pop out window will open, go to financial tab
5. Check the box next to Suspend Account
6. 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:
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