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  1. Contacts - Automatic Credit Hold/Stop

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    35 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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    David Allen commented  · 

    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

    David Allen supported this idea  ·