Hi guys, anyone know how to flag customer accounts that we dont want to do business with? the only way i see is by creating a custom checkbox on the account, however, that wouldnt flag sales reps from creating transactions

Something that you could maybe do, is use the Credit Hold option on the customer record. Manually set it to "On". You'll need to make sure that under Setup>Accounting>Accounting Preferences that the "Enforce Holds" option is on, and that "Include Orders" is checked. Doing this will make it so that you cannot create sales orders or invoices for that customer. You will still be able to create Opportunities for the Customer still, but no sales orders or invoices.

thank you so much! normally that option would work, however some of our customer are pre-paid customers vs customers with terms

@Jordan Craig Even if they have terms set for Prepay, you'll still be able to use the credit hold option to prevent Sales Orders and Invoices from being created for them. I just tested that out.

awesome, thank you for your help! im pretty new to NS, so im slowly learning!