Problem
Customers can book another recurring service event even if they haven't paid for the previous one.
Solution
Add a note to the customer's profile and membership letting others know that they have an unpaid invoice and no additional recurring service events should be scheduled until the invoice is paid. You can also create a tag to indicate this, and add it to their customer profile.
Add a note to the customer profile
Go to the customer's profile.
Go to the Notes section and click Add Note.
Enter a clear message about the unpaid invoice and the restriction on booking new services. For example, you can enter "Customer has an unpaid invoice for the last service. Do not book another recurring service event until the previous invoice is paid."
Save the note to the customer's profile.
Add a note to the customer membership
Go to the customer's profile.
Go to the Memberships section.
Select the membership related to the recurring service.
Click Edit.
In the Memo field, enter a note similar to the one added to the customer profile, indicating the unpaid invoice and booking restriction.
Save the changes to the membership details.
Add a tag type
Create a tag to add to the customer profile, notifying users so they don't book another job for the customer before the recurring service event is paid for.
Go to the navigation bar and click Settings
> Operations > Tag Types.On the Tag Types screen that opens, click Add.
Choose a name for the tag so users can understand what it is referring to.
When finished, click Save.
Add the tag to the customer profile
Go to the customer profile.
Go to the Customer Details section or click Tags.
Add the newly created tag to the Tags field.
When finished, click Save.
By following these steps, you ensure that anyone handling bookings is aware of the unpaid invoice and the policy not to schedule another recurring service event until the payment is received.