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
Step 1. Go to Contacts (Customer Tab), then Select Any Customer
Whenever you create a new customer or edit the default days overdue should same as you set on your configuration.
Step 2. Click Edit
Step 3. Go to Sales & Pricing, Set Maximum Overdue, then Click Save
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.
Step 2. Input Customer Name, Add Item to Cart, then Click Pay
Input customer name that was configured for maximum overdue days before.
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.
Step 4. 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).
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
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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To set customer debt limit: Debt Limit for Customer