Automatic Credit Hold

started a topic almost 4 years ago

Hello,  It is great that Dear will automatically place a customer on credit hold when "if their credit limit has been exceeded AND they have an outstanding overdue payment".  IT would however be much better (actually provide a function for my business) if the logic was OR .  That is to say, that the auto credit hold will come on if either the credit $ limit OR the credit days have been reached rather than both. 

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  • It's a very good point Richard, and has been discussed a little in this Feature request:

    Dear have marked it as Implemented a few months ago, however as you can see from the comments since, there's many organisations who are requesting it to be changed to the OR logic you've outlined

  • Hi All,

    We are happy to announce that this feature has now been developed and available in Production.

    Please find the release note here:

    Best Regards,

    Heshan - DEAR Systems

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