Contacts - Automatic Credit Hold/Stop
Ability to automatically put customers/contacts in Xero on credit hold.
Purpose: This is to make staff within the Xero org can’t send the invoice to the customer if they have an overdue payment.
Michelle D'ath commented
This is a very important feature.
If this is too difficult to add as a function, then the credit limit under the customer should also apply to quotes, so you can't enter a quote if they have exceeded their credit limit.
Julie Greenslade commented
Please, please sort a way of me marking accounts with overdue invoices as being on hold to stop further work for that client being booked in - it would really help me to keep track and be able to tell the team to focus on work for clients that pay their bills on time
Kelli Kirkhoff commented
Ability to be able to place a client on credit hold to prevent further work being started - currently the only way to put a client on credit hold is through job status but this is not effective as you have to keep putting new jobs on credit hold as they generate.
Warren Foy commented
Definitely need this. Big YES from me... that is if Xero even listens...
Shev Lizzard commented
This needs to be introduced for both customers and suppliers - currently no way to track supplier credit limits and identify accounts nearing hold.
Andy Fearn commented
Really Basic functionality why is it not yet available ????
David Reeves-James commented
I have been asking for a 'stop' facility within Xero for years. Unfortunately, there is no functionality for something that is so important that every other accounting software has. A credit limit to freeze the account in new invoicing is hopeless. i.e. a customer may have a £10,000 credit limit but only has £1,000 overdue on account. I have to say that is really is very bad for our business and makes Xero look awful too. NOBODY AT XERO LISTENS!!! THEY CHANGE OUR P&L AND BS REPORTS WITHOUT ASKING - FOR REFERENCE THEY ARE BLOODY AWFUL CHANGES BUT WHEN WE ASK YOU TO CHANGE SOMETHING, YOU DON'T LISTEN!
Jo Warren commented
Please add a simple function to be able to mark a customer or supplier as On Hold, would be great if this then showed in red at the top of any page you are looking at for that contact. A simple box or slider to mark as on or off.
Alison Harvey commented
We really need a way of putting customers on hold that isn't just to do with credit limits.
Zoe Murphy commented
Do these ideas actually go anywhere? You've had multiple customers asking for the same thing for over a decade. MYOB manages it with a simple click, yet we're supposed to uphold loyalty to a system that is lacking in basic functions. I've also been waiting on the option to send just invoices and not statements to certain people within the same company, only to have that idea sent into the void along with the thousands of others. As long as we have a shiny new interface that no one asked for though! Get it together Xero.
Lorraine Prentice commented
I use various software and even the most basis has this integrated in !
Duncan Thompson commented
This is needed for both invoices and PO's. Automatic would be great, but based on a date for PO's would be very helpful.
Craig Wilson commented
standard feature - if not auto then an easy one click near the overdue amount to do the same thing
David Reeves-James commented
I have been asking for this since 2016 !!!!
Such a terrible service!!!!
ACCOUNT Khine commented
Contact Credit on Hold should have as basic requirement. Contact blocking could be done not only in over credit limit but also in any conditions as desire.
Tracey Turner commented
Find it really hard to believe that a system like Xero does not have the facility to be able to freeze a customers account! As someone has commented below, it's a basic requirement!
Karen Goddard commented
This really needs to happen - it's a basic requirement!
Kate Clement commented
Come on Xero, this needs to happen!
I have seen this request dating back as far as 2012. We have several departments (sales, servicing and instals) all invoicing the same customer.
A customer may still have a balance outstanding on our instals department and then call the office for a callout/service.
It is no good putting ON STOP next to their name as the call out would have already taken place. it does not make sense to check every customer prior to see whether their account is on stop or not.
please please pelase look at getting this incorporated asap!
Kim Flack commented
Would greatly assist with our cashflow and credit control.
Noman Awan commented
Users should be able to put customers on stop for efficient credit control management