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  1. Contacts - Option to put a Stop/Credit Hold on customer accounts

    59 votes

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    submitted  ·  31 comments  ·  Contacts & files » Contact  ·  Admin →
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    Natasha Delport commented  · 

    The function has not been implemented yet. Nothing has been done to support the XERO users. Thank you for your reply.

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    Natasha Delport commented  · 

    Karren Williams, This is major disappointing to hear that you have been struggling over 10 years with XERO and they have not given this Issue any attention. This makes me think about other options.

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    Natasha Delport commented  · 

    David, I agree. Once over their terms zero should Stop supplies to the Customer, same when they have reached the credit limit. That is why the function is there. I feel Zero should respond to the Terms and Credit limit. It is Critical.

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    Natasha Delport commented  · 

    This is such an important function in Debtors. What is the meaning of getting a credit limit if Xero keep on supplying over the limit. Xero should have the option to stop supplying a customer when the limit is reached or at least before they reached the credit limit. Once an invoice is created, there should be a pop up message that tells you - Customer reached credit limit. Then it should be up to the Debtors / Financial Manager to Approve/ release the invoice.

    Natasha Delport supported this idea  · 

  2. Bills - Revert from Awaiting Approval back to Drafts

    43 votes

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    9 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

    Thanks for sharing your idea, we appreciate you explaining how a revert option could help when bills or invoices are accidentally submitted for approval.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

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    Natasha Delport commented  · 

    This would help if you could move the invoice back from await payment to draft or await approval. So many times I get people asking me to move the invoice back to await approval. This would be a huge step in the right direction. A lot of companies would benefit from this.

    Natasha Delport supported this idea  ·