Block Customers

You can block a customer, for example because of insolvency, so that the customer cannot be added to sales documents or so that no transactions can be posted for the customer.

In addition to blocking a customer, you can set receivable transactions for the customer to be on hold in connection with reminders. For more information, see Collect Outstanding Balances.

The following table describes the different blocking options.

Option Description
Blank Transactions are allowed for this customer.
Ship New orders and new shipments cannot be created for this customer. Existing shipments not yet invoiced can be invoiced.
Invoice New orders, new shipments, and new invoices cannot be created for this customer. Existing shipments not yet invoiced cannot be invoiced.
All No transaction is allowed for this customer, including payments.

To block a customer

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Customers, and then choose the related link.
  2. Select a customer, and then choose the Edit action.
  3. Fill in the Blocked field with one of the options described above.

See Also

Register New Customers
Collect Outstanding Balances
Managing Receivables