Alert for Cash On Delivery Clients

1
8 months agoopen0

There is no alert when a customer is COD from the begging of the entry of the job to invoicing the job.
We currently have found a way to use the expense code for an alert but it is easily missed and once you put an expense code in, it becomes difficult to delete it. Meaning the customer could change from COD to Net 30 terms after
some time and when you go to delete the expense code you get a message telling you it can’t be deleted for one reason or another. You can’t disable the expense code because the user also uses another expense code for a prompt
that the customer wants their invoice emailed etc.

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