Ar Balance Warnings

Task/Problem Overview

This KB article will discuss how to set up AR balance warnings to let you know what the customers' 30-60-90+ account balances are on their account while converting an order.

Admin Setting

To configure these warnings go to > Admin > Administrator > Warnings tab

Locate the balance warnings within the display

Next select the warning(s) you want to enable. (Enabled allows you to view the balances in the warnings pop-up during conversion, and still convert the order.)

Viewing AR Balance Warnings

Now that you have configured the warnings within the admin settings you can now view these when placing an order for a credit customer.

To begin, enter a sales order like normal.

Once the order is completed, select ‘Convert’. The warnings pop-up will appear and based on the warnings you have selected the customer’s account balance will appear.

From here you can check all warnings and proceed, or select ‘No’ to keep this order as a quote.