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Contact - Ability to block creation of new invoice when invoices overdue

For now there's a option to block issuing invoice for customer which exceed a certain credit limit. Can we have more options to block a customer, like overdue invoices etc.?

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Joyce Ng shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Appreciate there are more settings that you'd like to expand the use of the Credit Limit for, Joyce. 

In lieu of change in the direct feature atm, one way to prevent further invoices from being raised for a contact could be to set their limit to the amount of the invoice due which would stop all future invoices for the contact being raised.

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  • Alison Camilleri commented  ·   ·  Report

    If there was a feature to block literally an account, to stop new invoices from being issued. Having said this,this would mean being pro-active towards everyday work. having set the credit limit to 0.01 didnt stop theinvoice from being issued.

  • Wendi Mitchell commented  ·   ·  Report

    Actually, setting a credit limit does not prevent one from making an invoice. I set a credit limit on one customer that is currently past due and then attempted to make an invoice and had absolutely no trouble or alerts.

  • Carmen van Aarde commented  ·   ·  Report

    I have multiple clients that have asked for this feature. When you have more than a 100 customers that you services on a daily basis it is not practical to credit limit on a daily basis. It makes a lot more sense to have a feature that allows you to block a customer when their invoices are overdue. This can then be depended on the default terms of the customer. Like the system blocks you when the customer has reached their credit limit.

  • Annalee Boakes commented  ·   ·  Report

    Add an option within the contact settings to block any new invoices being created if their account is overdue (by X days).

    At the moment you can add a credit limit and block new invoices when this limit is reached. This is good, but we operate with days overdue rather than amounts on credit.

    Add a similar function to have a checkbox to tick if you would like to block new invoices for specified contacts if their account is overdue (by X days if possible).