RELATED IDEAS
Ability to customise a pop up message when entering an invoice to alert the user as to account paid status or similar
To have the ability to create a pop up message for individual customers which appears when creating invoices, would be extremely useful for us. Ideally, if we could create a pop up message regarding an account's paid status (eg "account on hold" or "payment required before further credit given"), then each time an invoice was created for that customer the message would appear, prompting staff to investigate further before allowing additional invoices to be added to that customer's account.
Currently we may not want someone to charge anything further to their account, however we can't make it inactive as it won't appear on the (active) customer list (which is what is always open for us as we have been in business for a long time and have many inactive customers), and unless you have the customer list open and are looking at the account notes each time an invoice is entered then the note is often missed.
Currently by clicking straight to create invoice - there is no way of seeing any account related messages. We would find this extremely useful.
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ADMIN RESPONSEMar 14, 2023
Thanks for the idea Anne-Marie. As a short-term suggestion have you tried using the credit limit feature?
It will present a similar warning to what you are wanting, and may provide some immediate benefits?
Being able to customize this message would make a huge difference.