Contact report / export - Including credit limits and terms
Report listing all customers including contact details, credit terms and credit limits
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Stuart Castle commented
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
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Henry Bateman commented
bulk update credit limits and API access critical
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Eoin Brannigan commented
Critical especially credit limits
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Joanne Goddard commented
could this not be added to the export available for contacts. Seems to be the only column missing from this export
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Axis IT Consulting commented
Yes please, it seems a no brainer that larger organisations need this feature.
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Rob Newton commented
This type of export (credit limit and credit balance), particularly with API is critical to those who use ERP and other systems to manage customer quotations and orders.
and not just for a single contact but all company customers at once, especially if there are 1000 transaction limits per day.The system we work in must have access to credit limits and balances so that when an order is received before it is accepted, we can check if credit limit will be exceeded .
The same at order dispatch - before we release the goods, we need to know if account is on hold.best to have one source of truth, the accounting system that receives the money .
It is difficult to believe that after all the requests for proper credit management that Xero has not provided.
Does Xero understand its clients? Manufacturers use ERP for front line sales. We need to know what clients have in balance on credit limit and on order BEFORE entering an order otherwise the limit will be exceeded and we are at risk of invoicing a client out of limit AND if we hold the client might cancel an order underway .Get with the program Xero - MYOB can do this, why can't you?
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Shirley Connor commented
We would like to print a list of ALL our customers showing credit limit, credit terms, Account number, ABN number, State, contact details (primary name & phone number).
We can export the contact list and edit it but it doesn't show the credit limit which we have entered on the contact. -
Jeffrey Pfeiffer commented
While we can add credit limits per contact, and the Aged Receivables Summary can show credit limits in the report if the contact has an outstanding balance, no where is there a way to see ALL unused credit limits when used = $0. It seems that an easy fix would be to add credit limit to the contact download. HOW EASY WOULD THIS BE? Seems like a quick / easy fix!!!