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Not possible to block a customer bank account once the bank account isn’t valid anymore. Customers can easily switch bank accounts. When a customer is on direct debit, it is extremely important that a bank account won’t be used again after the customer \ or their bank does sent a message to tell that they moved to another bank. As previous direct debits did take place from this bank it is incorrect to take a lot of actions (if possible) to remove the bank account. Also adding the wording ‘Do not use’ won’t prevent to use this bank account when creating a new direct debit mandate. Instead the same option as on the vendor is needed to be able to block a bank account. This will improve the functionality and prevent errors.

STATUS DETAILS
Needs Votes

Comments

M

This should be a standard function to be able to block bank account when customer has changed bank account.

We should have option for active/inactive or end used date.


It will avoid mistake.


Also customer bank account approval process should be as vendor bank account approval changed.

Category: Accounts Receivable