Hello Ria LE ROUX 

This normally happens when you process using the blocked customers. If you are processing quotations then yes your blocked customers will appear however they should not appear on your tax invoices.

Sharon

If we block a customer, one should not be able to generate quotations or delivery notes for that client. Staff can deliver goods with a delivery note and only thereafter when we want invoice on the delivery note, realise that the customer is blocked. But it is then too late as the delivery was already made.

Why should one be allowed to create quotations and delivery notes for block customers? Pastel should change that.

Hi Ria,

Remove the highlighted access for the users or user groups they belong to:

For Personalised users, make sure that the user's batches are updated, then go to Setup | Users | Users / Passwords. Select the user and click on Prcoess Options for User...

For Full Accounting and other user groups, go to Setup | Users / Passwords | User Groups. Select the user group and click on Process Options for User group.

Please note that supervisor users can see blocked accounts on the Zoom screens when processing; therefore, they can't be blocked from posting transactions to those accounts.

If my answer was helpful, please click on Verify answer to confirm.

Regards,
Mapule.

Hi Mapule

To give access or not to users is not going to solve my problem.

My problem is that If a cusmore is blocked, one should not be able to give a quote to that customer.

At the moment one can give a quote to a blocked customer, but when it comes to the invoicing, you can not do it.