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  1. Contact report / export - Including credit limits and terms

    95 votes

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    26 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, while there isn't a report that you can report 'terms' atm, you could run the Aged Receivables Summary report that'll provide all the other detail you're asking here.

    From Columns in the report you'll see the option to include Credit Limit as well as many of the contact details such as Email and Phone. If this is a report you'd want to access frequently, save it as Custom and maybe even favourite the report so you can easily access it.

    When you mention wanting to include 'terms' it'd be good to get more detail of your expectations in this would this be the terms and conditions of the theme applied to invoices for that contact, or perhaps billing information that you may have saved in notes for the contact? Thanks

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    Alison Harvey commented  · 

    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.

    Alison Harvey supported this idea  · 

  2. Contacts - Automatic Credit Hold/Stop

    70 votes

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    34 comments  ·  For small businesses » Contacts & communication  ·  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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    Alison Harvey commented  · 

    We really need a way of putting customers on hold that isn't just to do with credit limits.

    Alison Harvey supported this idea  · 

  3. Contacts - Import with contact Group

    91 votes

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    submitted  ·  40 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Alison Harvey supported this idea  ·