Prevent a Debtor From Invoicing a Client

Depending on your role in WorkBook, you can prevent specific debtors from invoicing clients in Resources. For example, if a client has already been invoiced, you may want to block that client's debtor from invoicing the client again. If you want to block a debtor from performing transactions in WorkBook, use the debtor card in Settings > Debtors > Debtor List.

Note: You must have permission to add, delete, and modify resources to complete this task.

To prevent a debtor from invoicing a client:

1. On the main toolbar, click Resources .
2. On the right side of the grid toolbar, under the filter icon , select Resource Default Grid from the drop-down menu.
3. Select the client linked to the debtor that you want to block from issuing invoices by completing any of the following actions:
   • In the Search in Grid field, enter the name of the client, then select it from the grid.
   • Click the Filter field next to the Search in Grid field, select Clients as your filter, and select the client from the grid.
4. On the grid toolbar, click Resource Information / to display the client card.
5. On the side toolbar of the client card, click Client Settings > Debtor.
6. In the Blocked From Further Invoicing column of the client card grid, select the check box for the debtor that you want to block from issuing invoices.