Deal POS

Prevent customers from making new sales transactions if they have outstanding overdue invoices.

How to Set Maximum Invoice Overdue Days For Customers

Set how AR/AP transactions are recognized according to invoice fulfillment status.

Configure How the AR/AP Will Be Recorded Based on the Invoice Fulfillment Status

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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