ACCTivate! has many small, sometimes overlooked features that can facilitate your business processes.
One of these features is the option to include open sales and service orders in credit checking.
If the this option is turned on in the Configuration Manager, all open sales and service orders are included when calculating a customer’s credit status. Customers are placed on credit hold immediately if an open sales order is putting them over their credit limit thus preventing an overcharge.
To turn on the option:
- Open the Configuration Manager from the File menu
- Double-click the Customer folder
- Select Customer Options
- Check the Include open sales and service orders checkbox