You can block a customer, for example because of insolvency, so that the customer can't 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 options for blocking customers.
| Option |
Description |
| Blank |
Transactions are allowed for this customer. |
| Ship |
New orders and new shipments can't be created for this customer. Existing shipments not yet invoiced can be invoiced. |
| Invoice |
New orders, new shipments, and new invoices can't be created for this customer. Existing shipments not yet invoiced can't be invoiced. You can still send reminders and finance charge memos to the customer. |
| All |
No transaction is allowed for this customer, including payments. |
To block a customer
- Select Search (Alt+Q)
in the upper-right corner, enter Customers, and then choose the related link.
- Select a customer, and then choose the Edit action.
- In the Blocked field, choose what to block, as described in the table above.
Related information
Register New Customers
Collect Outstanding Balances
Managing Receivables
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