Sage Problems
vickie88
Registered Posts: 58 Epic contributor 🐘
I use sage at work and i have been helping my friend set sage up for his small company he only has a very basic copy of sage compared to what I use at work.
When I set all the customers and suppliers up through the wizard it says that all the customer and supplier accounts are on hold but when I go into the records and go on credit control there is a tick in the terms have been agreed box but the account on hold box is not ticked, so I don't understand why it says they are on hold?
The strange thing is if i set the customers/ Suppliers up through going on record and new account instead of the wizard they don't go on hold.
Does anyone know how to resolve this issue? Or how i can take them off hold? x
When I set all the customers and suppliers up through the wizard it says that all the customer and supplier accounts are on hold but when I go into the records and go on credit control there is a tick in the terms have been agreed box but the account on hold box is not ticked, so I don't understand why it says they are on hold?
The strange thing is if i set the customers/ Suppliers up through going on record and new account instead of the wizard they don't go on hold.
Does anyone know how to resolve this issue? Or how i can take them off hold? x
0
Comments
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maybe you could try giving them some credit limit if you have not already done so?0
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Yes I have tried that i have also put payment terms and payment due dates in and it still says there on hold x0
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Hi
On the credit control tab is the account status set to 4 instead of 0.
Just a thought.
Jen
x0 -
i didn't think of that I will check that on Friday and let you know.
I just think it is odd that it has done it on customer and supplier accounts.
Thank you x0 -
have you ticked "terms agreed" box?0
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Yep I have done that 2 and its still saying they are on hold x0
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Just checked that and it doesn't have an account status in the credit control tab he must be using an old version of sage as my one at work has it x0
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