This feature of Pastel Partner is most commonly used to block Customer accounts with outstanding balances.  It allows you to “bulk” block a range of customers based on criteria that you have selected.

  • Select Change… Block Customers / Suppliers Assistant
  • Click on the Next button.
  • On the Choose the Operation to Perform screen, you must select whether to work on Customer or Supplier accounts and the range of accounts that you want to work in.
  • Click Next to continue.
  • Now select the period in which to work and click on Next.
  • If you select the tick box to Block Based on Payment Terms you have a number of op options to select from.
  • Click on the Next button to continue.
  • If you are not blocking customers or suppliers based on terms, there are a number of other criteria that you can select from.  In the Block Accounts Based on Dates and Credit Limit, you can select only to block old accounts where there has been no recent activity.  You can also select to block customer accounts that are over their credit limit.
  • Click on the Next button to continue.
  • Confirm your selection and click on Process.
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