Block invoice for customer
There are several documents connected to a specific Customer (CUS) that can be blocked for further handling. These blockings are set in the Main Data folder in the CUS application.
One of the options is to block a Sales Invoice (CIN). There can be several reasons for blocking an invoice, for example when the CUS is new and is under credit rating.
It is possible to use a company setting where all new CUSs by default will be blocked for invoicing.
Block an invoice
To open the Customer (CUS) application, find Sales in the RamBase menu and then Customer management. Click Customers to enter the CUS application.
Highlight the specific CUS and press ENTER.
In the Main Data folder there is a field called InvoiceBlocking. Click on the dropdown menu.
Select the option Yes.
The invoice is now blocked for further handling.
Unblock an invoice
To open the Customer (CUS) application, find Sales in the RamBase menu and then Customer management. Click Customers to enter the CUS application.
Highlight the specific CUS and press ENTER.
In the Main Data folder there is a field called InvoiceBlocking. Click on the dropdown menu.
Select the option No.
The invoice is now ready for further handling.