How to flag a past due invoice

[sandybpataxes]

How can we flag a client when they have an
open invoice but schedule an appointment? We want them to pay the invoice before they are allowed to schedule another appointment. 

[Minion · Accepted solution]

Hi @sandybpataxes 

So you can block them from booking online.  i'm sure there are other ways by going to the customer directory, but if you are in the invoice overview section, and click on the invoice that they have outstanding, in the top right corner near their name, you can click the 3 dot menu, then you can choose block from booking.  This should block them from creating another appointment.

Ideally you'd probably want to reach out to them first to pay the outstanding invoice prior to blocking them so you can avoid losing the sale. 

Hopefully this helps. 

[sandybpataxes]

This is wonderful, thank you. 

We have reached out the customer, many times and for many months. That's the main reason why we want to flag them or block them from making any appointments so that we can get our services paid.

Thank you for helping. 

[Minion]

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@sandybpataxes wrote:

This is wonderful, thank you. 

We have reached out the customer, many times and for many months. That's the main reason why we want to flag them or block them from making any appointments so that we can get our services paid.

Thank you for helping. 

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No problem at all, glad to help.  I had assumed you reached out to them given the question you had asked, buuuut still wanted to mention it.  Hopefully things get squared away for you with them!