Table of Contents

Getting orders off hold and out the door

When customers have been placed on hold then Sales Orders are placed on hold by default. All changes to credit hold are tracked in the Audit.

A sales order can be released from hold if the user has Secure Features#CanMaintainCreditHold.

View the list of sales orders on hold

View the Customer (from the order)

Open the sales order - review - then open the debtor (from the sales order)

Is the Customer (Debtor) on Hold?

Is the Customer Parent on Hold? - the company that pays this customers invoices?

If the Debtor has a Parent and the parent pays the invoices then the sales order may go on hold.

View parent Debtor:

Review the Correspondence Tab for recent conversations

When on an invoice (or any other transaction) you can record your conversation using "Add Correspondance" and it will be linked to the transaction, and also visible from the debtor and the contact.

Review open invoices

To capture a new payment from the Customer

Or from an invoice

Unallocated Credits and Payments Warning

When you create a payment for a customer that has unallocated payments or credits you are asked if you would like to allocate these before entering the new payment.

Save the payment and update the allocations

Writing off Small Amounts of invoices

When a customer does not pay exactly the invoice amount - you may want to write off the differences. This is common when the trading relationship involves Trading Terms.

The user needs to have Secure Features#CanWriteOffDebtorBalance

The maximum write off amount is set on the Host Company (your business/s)

The write off can be actioned from the Payment screen (see above) or from the action button on the invoice