'Prevent invoices being raised for bad clients'

[Mark_Manning]

This may need to go into a feature request but I wanted to check that I wasn’t just missing something.

Where we have had a bad debt written off, the client now has a balance of zero (Because the bad debt is cleared) so I can’t find a way to highlight to other staff that they should not raise invoices for this client.

It is not possible to set a credit limit of zero or a negative amount. I tried setting a credit limit of 0.01 but this does not trigger a warning, I assume because the credit limit is checked when creating the invoice, not during update.

This also means that the system would allow someone to create an invoice for hundreds of pounds even when they have an outstanding balance and are only a few pounds short of their limit.

[QFSteve]

Hello @Mark_Manning

You could mark the client as deleted.

“Historic invoices will be preserved and the client account may be restored at a later date.”

[Bagpipe]

You can modify the client name to say *NO FURTHER INVOICES ,or something similar after the name