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I came here today to look for this exact feature. Surprised it isn't available already. Need to put a customer stop and for it show on the statement.

Can you not at least have the visibilty that the customer has been placed 'on stop' Even a button/slider which changes the font colour in contacts to Red and the date it was placed on stop, this would be a great start

At the moment I have to read through all my notes to see where I am at in the credit control process with a particular customer - time consuming when I have over 700 customers

It is not just about credit limits, its about overdue accounts which require chasing, placing on hold and ultimately Court proceedings - this type of information is crucial to a business and the credit control team and needs to be easy to see on the contacts page.

this is a basic function, Sage manage it with on hold tick box

Contrary to what you are saying Hannah G Admin, this needs urgent attention - please reconsider

Can you not at least have the visibilty that the customer has been placed 'on stop' Even a button which changes the font colour in contacts to Red and the date it was placed on stop, this would be a great start

At the moment I have to read through all my notes to see where I am at in the credit control process with a particular customer - time consuming when I have over 700 customers

We really should have the ability to put customer accounts on stop. Credit limits may not be reached, but the age of unpaid invoices should mean that we can have the option to put them on hold.

Can you please have the function to place a customer 'on stop' until payment has been made.

Credit controller needs the visibilty to see that a customer has been placed on stop pending payment and show in the history date went on stop and why

Perhaps a colour visual like a red on stop button for instant awareness

Being able to set a service reminder on a contact would be awesome for customers that have regular service agreements

It would be highly valuable to have a reminder date in the contacts page so we are able to generate a report with the annual CPI price increases and contract renewals for customers please

I have to agree with all of the other comments - this feels like a basic for any mid size company. I have multiple sales people who would happily ignore a customer is overdue and send more products out to them.

An option is required to run a report and auto put on stop any customers meeting the requirements that are set

Seriously!
An accounting package without the ability to place a customer on hold/stop credit??
Fix this urgently.

I agree. It would be very helpful to be able to manually mark a client as stop credit or similar so that no further work is started for the client. This could be for many reasons, not only if they reach a credit limit. Maybe because payment is over 30 days old, as an example.
It seems odd that a manual box cannot be added to the client file.

Wow, I just google searched this expecting it to be a simple thing yet I'm directed to this page of unhappiness. By the looks of it it will never happen a bit like the other essential yet not looked at for years feature I was disappointed about before. Maybe they should spend less on advertising and more on developing what companies actually need.

I wouldn't hold your breath! I first requested this seven years ago and not a thing has been actioned, to date. For seven years, I have had to edit the customer's details to show '**STOP**' in the customer name to alert our sales team, that the account has is currently on 'stop'. This has led to sales staff, calling me every time to ensure the account is actually on 'stop' or whether I have omitted in removing the flag. It has also led to disciplinary action being taken by myself because sales staff have ignored the flag and gone on to invoice. You will learn in time, that Xero often change the things we do not ask for making the job more difficult and ignore our requests. I cannot imagine that Xero staff are educated in accounting and finance as this feature would be of paramount importance if we indeed, had it. One thing that Xero are very good at; Taking the money out of your bank account by DD, on time!

Good luck.

David.

I can't believe that Xero does not have this function. It is a critical function that ALL business would require. Please can this be escalated and very critical. i love Xero, it's been amazing. I would have thought they would have this function as they have so many user friendly functions that make life so easy.

Companies cannot rely on a manual system of telling employees who's account is on hold and can't be delivered/invoiced. this has to be a system function.

Our company does not grant monetary credit limits, rather our customers have 7-day or 30-day accounts and therefore need to go on hold if the invoices are outstanding - I urgently need this functionality.

I would like to know why you do not have plans to develop ?

Exactly Andre! Couldn't come soon enough.

Would love to have the ability to track tasks and reminders (due date items) against customers and suppliers. It would be a great feature as all of the customer & supplier data is in Xero. At the moment I have to use a separate spreadsheet or app to track these.

If we could put a client on stop which would prevent my sales team from raising further sales without getting in touch with my finance team. Clients can be placed on stop for various reasons. Sometimes a pattern of very late paying and the finance team will not want any further jobs on account its could be something in dispute so again it would be a very useful feature

What rubbish. Example: Customer has a £1,000 credit limit but £500 is overdue and the account should go on stop. You would still be able to raise an invoice because the credit limit has not been reached but the account is overdue. Can you actually tell me if Xero specialists are accountants / finance staff or simply IT staff who have no idea what they are talking about when it comes accounting and finance? You make changes to Xero that are NOT required and YOU do not ask our opinion on but, when we want something, you do nothing. I am seriously and actively seeking new accounting software. This is backward in every sense of the word.

Wow, judging by the comments and this response I won't be holding my breath for this very simple and important feature but looking elsewhere for an accounting system that doesn't make it necessary to maintain additional spreadsheets alongside it to prevent quotes/invoices going out to customers over their credit limit/overdue with payment.

Shocking service and I'll be voting with my wallet.

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.