An automatic alert can be set if the customer has invoices that are X days overdue, without the need to set a service restriction for the customer.

This can be implemented by adding a value to the “Alert for invoices overdue for x days” parameter (system level parameter > Customers and Matters > Service Restriction Alert). Once the number of overdue days has been specified for this parameter, the software detects the need and generates alerts when opening new matters and/or entering transactions according to the other parameters defined in the Service Restriction Alert group.

An invoice overdue for more than x days will cause a similar warning or error message as a manually configured service restriction. For example, if overdue invoices do not prevent the action but only generate a warning, user will receive a warning “The customer has invoices which are more than x days overdue. Do you want to continue?”.