Customer Credit Limits available via API
Xero has finally released a "Credit Limit" facility for Customer accounts. Please can you make this available through the API?.
Rich Dale commented
This is a no brainer to enable our customers to manage their credit effectively without sales people pestering accounts for credit limit info
If the credit limit is not available on the contacts endpoint, then where _can_ we retrieve it?
Martin Reed commented
Linking credit limit through the API seems a no brainer, not sure why you wouldn't just get it done
Chris Grunwell commented
Would really like to be able to read a Contact's credit limit via the API for our custom Dynamics ERP!!
John Moseley commented
It is frustrating that this has not been resolved in over two years. Our company is looking at using Prospect and this issue is preventing us adopting a key platform.
Rob Newton commented
It is difficult to believe that after all the requests for proper credit management that Xero has not provided.
Does Xero understand its clients? Manufacturers use ERP for front line sales. We need to know what clients have in balance on credit limit and on order BEFORE entering an order otherwise the limit will be exceeded and we are at risk of invoicing a client out of limit AND if we hold the client might cancel an order underway .
Get with the program Xero - MYOB can do this, why can't you?
Mark Mason commented
Is here any progress on this?
Come on Xero, get this sorted.
Let me be the first in 2023 to beg for this field. If you (XERO) release the ability for us to obtain this field via API, we (the community) will no longer visit this page. In addition, we will stop calling you Xero - you will then be called - ONE.
Our company requires this to important the credit limit from Xero to Syrinx (plant hire software) - without this the hiredesk cannot block orders when customers are over their credit limits
Printplus Uk commented
This is quite important to be on top of our customers when posting their new jobs on Tharstern
We have lost the Skype section which was used to communicate the credit limit between our Xero and Syrinx programmes - we now have no way of getting the credit limits onto Syrinx which causes issues for us
Richard Milkovitch commented
This is important for my client.
Debbie Ottewill commented
i can not keep track of mu customers credit limits through Syrinx now
Martin Brawley commented
Please can this be looked at as soon as possible - some of my customers who moved from Sage 50 to Xero are planning to move back because of this missing functionality.
Sarah James commented
18mth down the line and still no further forward in this request.
How difficult really is it to develop this basic link?
Dane Matthews commented
+1 critical requirement for online b2b store integrations
Ridiculous that this isnt an automatic feature on Xero. How are you supposed to check and keep track of credit limits of your customers without it? Please sort this out ASAP.
Jon Brooks commented
I'm amazed that after over a year of customers crying out for this it still doesn't happen. Please Xero sort this out!
Juan Visser commented
We have a workaround using RPA and Excel. Would anyone be interested trying it?