An outstanding balance alert is an account-level flag staff can place to show that an account owes money. Unlike a block, it doesn't stop checkout — it's a visibility-only flag, visible to staff and to the account holder, that clears itself once the balance is paid (or can be resolved manually). For organizations that are part of a network, an account's alert shows every branch in the network where that account has a balance owing.
Contact your Amilia representative to enable the feature for your organization.
How it works
Staff can create an account-level alert (not just a block) directly from the Client Account Overview.
The alert banner names the source organization and is labelled as financial when the balance comes from another branch in the network.
The alert auto-resolves once the balance is paid in full. Staff can also resolve it manually at any time.
For networked organizations, an account's alerts show every branch in the network where a balance is owed.
Account-level alerts appear in the account's change history.
How to add an outstanding balance alert
Go to the client's Overview page (Clients > select client > Overview).
Click the Add Account Alert button.
Add a mandatory comment and click Add account alert.
The alert is displayed on the client's Overview page. In multi-location organizations, the alert is visible across all child locations.
See also: