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It would be so useful to have this info in a report for supplier contacts as well (ref: Ruth Ball comments below). This could be used to enable us to quickly assess each supplier with a view to negotiating better payment terms if we already knew what was in place without going into each contact file. This should also be available for every supplier not just ones where there is an outstanding balance. The purpose of this exercise is that, as we have building contractors as our main customers, their payment dates for us subcontractors are often 60, 90 or even sometimes 120 days from date of first delivery. This isn't helpful when we have to pay suppliers on 30 days or 30 days eom.

Yes - this is an incredibly IMPORTANT requirement as many Xero users will be running invoice discounting finance solutions where CONSTANT monitoring of customer CREDIT LIMITS is required due to business banking imposed credit limits. Keeping them both in line with each others requires a manual customer list to be maintained OUTSIDE of Xero, which is tedious and time consuming to maintain and issue monthly. Please just add the CREDIT LIMIT field to the contact/ customer list report or something similar.

Customer csv is missing this one vital field - please add to road map for future updates, also a credit limit date on accounts & reporting would be extremely useful!

Could be added to customer export???? It appears to be one of the only fields missing

Hi Kelly

What I need is really only the credit limit listed on the customer Master File as per the attached screenshot. All the items in Green are already on the export. Surely the credit limit is a simple ask!

Hi Kelly,

I was already aware of this workaround but it's not useful as it excludes any customers who currently have no balance.

By "terms" I mean credit terms ie. payment is due 30 days from invoice days.

Terms in this context means how long they customer has to pay - 30 days net, 30 days end of month etc.

Great to know it is available on a report does this mean it is also available on the api?

It would still be helpful to be able to import them on the contact though.

For credit control it would be great to see the list of customers with their credit limit and current balance on thier account (Surely this should be easy to sort out as the information is already entered.

This would be so helpful , especially when you have alot of customers

This would be an important tool for credit control at the moment we need to create a manual spreadsheet. All I need to see right now is the credit limits and the credit terms.

It also needs to work with large volumes of customer contacts.

This will ensure that we can enforce credit limit and help us understand the exposure of our client.

This is extremely important for the bank to pull this information on a regular basis as the customers list keep growing. Our debtors book has been insured and keeping this list updated manually causes human errors.

As you can export other contact details, would be great if the export includes every field listed when setting up an account. If all fields can be exported the user can than filter out what is not required at the time. Better to have to much info than not enough. Would also be great to have last sale/purchase date.

It would be so useful to have a report like this one where I can see contact details. Please implement ASAP.

This would so useful for our our gift aid claims

Yes I totally agree. This should be a basic report listing one of your most essential part of the business. Your Customers. Please implement ASAP.

Being able to view/export all your credit limits in one place should be a no brainer simple process and I can't quite believe the functionality isn't already in place

bulk update credit limits and API access critical

Critical especially credit limits