Skip to content
← Share and support customer ideas for Xero

Settings and activity

3 results found

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

    116 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    30 comments  ·  For small businesses » Contacts & communication  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thank you for the engagement on this idea. We’ve listened closely, and know that being able to export full customer credit information including credit limits and associated credit terms would be a highly beneficial feature for you all that've voted.

    As mentioned in our previous update the Aged Receivables Summary report does provide some of the information requested, however we understand that this may not fully meet all your needs.

    Our Product team has reviewed this idea and we're updating the status to ‘Accepted’. This is an idea we’d like to develop, but isn’t currently on the roadmap. Please continue to add your comments and votes and if anything changes, we’ll make sure to post an update here.

    An error occurred while saving the comment
    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

    77 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    35 comments  ·  For small businesses » Contacts & communication  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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

    An error occurred while saving the comment
    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

    128 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  50 comments  ·  For small businesses » Contacts & communication  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Alison Harvey supported this idea  ·