Is there a way to flag customers that owe money
You can use a saved search that lists only people with a ‘balance’ greater than zero and then apply a tag. A manual process but if it is only necessary say, once a month, not impractical.
i tried that , but when more then one user is using that don’t always look at the tags , much less the amount the owe
ok so what do you mean by “flag customers” then if not tagging?
like if someone on the team were to go to their profile it would be red or flash etc. that a payment is overdue
You don’t have control over the appearance of the interface. You could raise a task in response to it though.