What happens when I block an account?

On the client record, you can block customers by selecting Block account. This blocks the customer from receiving further communications from Collections. Blocked customers are labeled as such on the client record. You can track blocked customer in a dedicated Worksheet tracking list.

Blocking does not affect Collections procedures or functionality. It's a visualization and tracking measure typically used to report users and block new deliveries.

If you want to receive a notification in your accounting software when a debtor is blocked, or you want to automatically block debtors based on a specific set of conditions, please contact Support.