How To Place a Customer on Credit Stop

How To Place a Customer on Credit Stop


This video will show you how to place a customer on credit stop. Step by Step instructions can be found below the video.



METHOD ONE
1. In Accounts, open Debt Management.
2. Green-Select the customer you wish to place on Credit Stop.
3. Using the Actions menu, select Toggle Credit Stop.
4. Confirm in the pop-up.
5. The line will be highlighted in yellow and the sales orders can no longer be saved for this customer.
6. Follow the same process to cancel the credit stop.

METHOD TWO
1. Open the Company Record of the customer you wish to place on Credit Stop.
2. Go to the Financial tab.
3. Go into Edit Mode.
4. Type STOP in the Credit Code field.
5. Save the screen.
6. Sales orders can no longer be saved for this customer.
7. To remove the Credit Stop, re-enter Edit Mode and remove the entry from the Credit Code field.







    • Related Articles

    • How To Prevent Sales Orders being Created by Placing a Customer on Credit Stop

      It is possible to prevent sales orders being created for customers by placing them on Credit Stop. This video explains how to place customers on Credit Stop and also how to remove them from Credit Stop.
    • How To Set Up Debt Stages

      This video will show you how to set up different stages for debt chasing. A step by step guide can be found below the video. In System Setup, open System Data. Double Click on the Debt Stages line to open the table. Enter Edit mode. use the New ...
    • EU Vat Import One Stop Shop (IOSS)

      IMPORTANT This is a complex issue, and each business must review and understand EU VAT and IOSS as it applies to their own circumstances. We will be reviewing all the feedback from customers and updating this page as and when new information is ...
    • How to Assign a Credit Controller to a Customer or Supplier

      The credit controller is the member of your staff responsible for managing the debts of your business. They are accountable for recovering any unpaid money that is owed to your organisation from other businesses or individuals. There are step-by-step ...
    • How To View Your Debtors

      This video will show you how to view your debtors in Khaos Control Cloud. A description of the screen is below the video. Open the [ Accounts | Debt Management ] screen. The screen consists of the following columns: URN: the customer or suppliers ...