Classification of risky customers\outgoing invoices

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Posted on by Adis

6,976 Super User 2026 Season 2

Dear all,

We are creating reports in order to manage our cashflow. One of the information that we want to see, is if an invoice and\or customer is a "risky" customer, i.e. if for example 10 open invoices are marked as "high risk", we would like to know the amount of these invoices and how much they contribute in regards to all open orders.

I am talking about open project invoices.

So, what we would need is a drop down field on the customer that is inherited to the outgoing invoice. In some cases, the customer can be reliable, but due to discussions if the invoice is billable or not, the invoice might be at risk, but not the customer.

Is there such a field that could be used, or did someone faced a similar scenario?

Thanks in advance, Adis

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André Arnaud de Cal... 307,691 Super User 2026 Season 2 on at

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Hi Adis,

I do not fully understand your exact scenario, but you can explore two options and see if that helps. If not, feel free to elaborate on your requirement.

On the customer details there is a field called Account status (tab Credit and collections) . You can maintain the possible option in a reference table.

Via credit and collections, you can provide a status to open transactions if they are disputed.