Customer On Stop Report

Overview

Use the Customer On Stop Report to keep track of customers on stop, along with their owed amounts and the credit limit defined in their customer card file.

When a customer is on stop, you cannot create any new jobs, convert quotes, create new recurring jobs or new jobs from recurring quotes for them.

Learn more in Adjust customer settings.

To place a customer on stop, go to Profile > Settings in their customer card file and select the On Stop check box.

You may need to adjust your security group settings to allow employees to mark customers as on stop.

Learn about other Customer reports in Customer Reports.