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Suspending a Customer Account

Suspending a Customer Account

Owned by 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. Navigate to the Contacts screen 



2. On the customers tab, type in the Customer's name, and click Search 



3. Click on the name of the Customer to show the Customer Information screen


4. A pop out window will open, go to financial tab


5. Check the box next to Suspend Account. 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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