So when there is an invoice that has not been paid and has passed the deadline that has been set, the customer can not make purchases again.

With this feature, you can limit your customer's debts based on the length of time for accounts receivable.

Table of Content :

I. Configure Customer Maximum Overdue

II. Make Sales Transaction

I. Configure Customer Maximum Overdue

Step 1. Go to Contacts (Customer Tab), then Select Any Customer

Select Any Customer

Notes :

Whenever you create a new customer or edit the default days overdue should same as you set on your configuration.

Step 2. Click Edit

Edit Customer

Step 3. Go to Sales & Pricing, Set Maximum Overdue, then Click Save

Set Maximum Overdue

II. Make Sales Transaction

Step 1. Go to Sell, then Make Sales Transaction

For example, today is December 19th. Try to choose transaction date on November 1st.

Make Sales Transaction

Step 2. Input Customer Name, Add Item to Cart, then Click Pay

Input customer name that was configured for maximum overdue days before.

Input Customer & Cart

Step 3. Choose Payment Later, Set Invoice Due, then Click Ok

We try to set days due for 5 days, so if the invoice was created on November 1st so the due is November 6th.

Pay Transaction with Later Payment

Step 4. Unpaid Invoice was Created

Unpaid Invoice was Created

Step 5. Try to Make Sales Transaction with Previous Customer

Today's date is December 19th, the current condition of the customer "Adi Setiawan" has not paid off the invoice due on November 6. It means that it reached more than the customer's maximum overdue days that was configured before (14 days).

Make Sales Transaction with Previous Customer

Notes :

As today on december 19th you want to make a new transaction with the same customer, there will be an error sign that tells "Invoice overdue has passed the days limits". It means the customer should pay the overdue invoice to start new transaction.

Step 6. Go to Debt, then Click View Detail to View Invoice Overdue Days

View Invoice Overdue Days

Notes :

On this page, it shows you that you have 43 days due that haven't been paid and need to be paid first. After this debt has been paid, you can make another payment with the same customer.

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