Stop all transaction activity on a Matter

Problem

What can be done to stop ALL transaction activity on a matter?  They are a bad client and we don’t want the lawyer to do any more work on the matter!

Solution

Click on the Contact tab in the Matter toolbar, right-click on the client entity and select Modify Contact > Enter STOP in the Credit Status field on the 'Other' tab. (If you hover your cursor over Credit Status field you will notice the tool tip).

 Once STOP credit is applied then any attempt to enter time or non-cash disbursements (from the Matter Workbench) against any matter for the client will result in the following message: "Unable to save matter workbench entry."

Matter debtor subject to STOP CREDIT - no more work allowed

And similarly for cash disbursements via Input Payment Vouchers:

    WARNING Debtor is currently on STOP Credit

    Are you sure you wish to proceed?

 Additionally when you open a matter for a client that is on STOP credit you will get the following message:

Warning:  Billing Entity [XXXXXXX] for Matter 9999999 is on stop credit

 Of course you can also go via Menubar > Enquiries > Entity Search to locate the client and select Modify to set the Credit Status.