- Head onto the left-hand Navigation Bar and click Customers
- Search for and Edit the customer you want
- On the right hand side you will see Account on Hold, change this to Yes
- Now click Save
Manager Override during an Invoice
- Head onto the left-hand Navigation Bar and click Sales
- Click NEW SALE and select the account that was put on hold, add items to the sale and click CHARGE TO ACCOUNT and the following message will be displayed
- Click CONTINUE to move forward with a Cash Sale
- Enter the Manager Password and click CONTINUE to charge the Invoice to the customer
Automatically put Customers on hold
Turbo Inventory has the ability to put a Customer account on hold, if an Invoice is over due. This option needs to be enabled in Turbo Inventory
- Head onto the left-hand Navigation Bar and click Config
- Click Settings
- From the tab menu click AUTOMATION
- You will an option called "Automatically put a customer "Account On Hold" when an invoice is overdue"
- Slide the toggle control to Yes
- Click SAVE