Sometimes we want to set the maximum overdue days limit for customer invoices. So, when an unpaid customer invoice remains unpaid while it has exceeded the maximum overdue days on the invoice, the customer will not be able to make a new sales transaction again until the payment on the previous unpaid customer invoice is made/paid.
To set the default maximum customer invoice overdue days, you can follow the steps below:
I. Configure Customer Maximum Overdue
Step 1. Go to Contacts (Customer Tab), then Select Any Customer
Step 2. Click Edit button
Step 3. Go to Sales & Pricing, set the Maximum Overdue, and click Save
II. Make new Sales Transaction
Step 1. Go to the Sell menu and create a Sales Transaction
For example, today is November 5th. Try to reselect the transaction date into November 1st.
Step 2. Input the customer, add the item to the cart, then click Pay
Input the customer name that was configured for maximum overdue days before.
Step 3. Set the Payment as later, fill in the invoice Due, then Click Ok
We set the days due for 1 day, so if the invoice was created on November 1st, the due date is November 2nd.
Step 4. Unpaid Invoice was Created
Step 5. Try to Make new sales transactions with previous customer
Presuming that Today's date is November 5th, the current condition of the customer named "Acil" has not paid the customer invoice due on November 2nd. It means that it reached more than the customer's maximum overdue days that were configured before (3 days).
As today is November 5th and you want to create a new transaction with the same customer, there will be an error sign that says "1 Invoice overdue has passed the day's limits". It means the customer should pay the overdue invoice to start a new transaction.
Step 6. Go to Debt, then click View Detail to view the customer invoice Overdue Days
On this page, it will show you that the customer has 3 days due that haven't been paid and need to be paid. After this debt has been paid, you can make another payment with the same customer.
Related Articles
To add a new payment method, you can see this article: Add Payment Method
To set a surcharge at the payment method, you can read this article: Set Surcharge at Payment
To set a customer debt limit based on its amount, you can see this article: Debt Limit for Customer
