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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.

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminHannah G (Admin, Xero) responded  · 

Hey community,

As some of you are aware, you can edit a contact and set a credit limit, and optionally block new invoices when the credit limit is reached in new invoicing.

Understand that a few of you are asking for a feature to put a stop on a contact so they can’t be sent invoices regardless of what their credit limit is, as well as others who'd like to see this implemented on the supplier side.

We'd like to confirm that this is not something we have plans to develop at this time. We're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here 👀

If there's any change we will let you know on the thread. Thanks

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  • Duncan Thompson commented  ·   ·  Report

    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  ·   ·  Report

    standard feature - if not auto then an easy one click near the overdue amount to do the same thing

  • ACCOUNT Khine commented  ·   ·  Report

    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  ·   ·  Report

    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  ·   ·  Report

    This really needs to happen - it's a basic requirement!

  • Kate Clement commented  ·   ·  Report

    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  ·   ·  Report

    Would greatly assist with our cashflow and credit control.

  • Noman Awan commented  ·   ·  Report

    Users should be able to put customers on stop for efficient credit control management

  • Karen Chillmaid commented  ·   ·  Report

    Agreed - "The ability to put a customer or supplier on hold/stop if there is a problem with the business relationship i.e. if the customer is late paying the bill or a supplier isn't providing an adequate service. The credit limit feature is not adequate enough, as that will only stop a customer should they go over their credit limit. This is business critical for us."

  • Emma Ellams commented  ·   ·  Report

    The ability to put a customer or supplier on hold/stop if there is a problem with the business relationship i.e. if the customer is late paying the bill or a supplier isn't providing an adequate service. The credit limit feature is not adequate enough, as that will only stop a customer should they go over their credit limit. This is business critical for us.

  • Klaire Sharp commented  ·   ·  Report

    It's a basic requirement for accounting software to protect the business and the customers from taking on more debt than they can actually manage - sales staff do not always know what's happening in the finances of a business so the on hold feature is crucial.

  • Beverley Dela-Nougerede commented  ·   ·  Report

    I cannot understand why you do not have the facility to put an account on stop or hold. Is this not a basic thing to have in an accounts package to stop PO's or Invoices being raised if bills have not been paid? Credit limit function does not freeze account or stop further invoices being raised!

  • David Reeves-James commented  ·   ·  Report

    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.

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