Create a customer credit limit field and be able to access as a y/n from the API so & I could automatically flag.
I want to be able to freeze or restrict customers accounts in relation to orders or services if they exceed their credit limit on overdue balances.
This is a very clear business need and I hope it could be integrated into your system as I believe it would add significant value to Xero
As this forum is for developer API functionality requests and yours relates to something that would need to happen in the main application, I’m afraid we have to decline this suggestion, but don’t take it personally – we would still love to see you add your vote in the Xero Community forum:
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Chris Rutherfurd commented
Use Case:
We have several staff members who enter invoices against customers regularly throughout the month and the vast majority of them have 30 day or 60 day account terms. We run credit checks on all of our customers which then is used to calculate what their credit limit is and we want to apply it in Xero so that it will bring up an alert if the credit limit is passed. There would need to be some form of override so that if an invoice will pass the credit limit on the account then it still gives the staff member the option to still save the new invoice but at least the staff member would know that the credit limit will be passed and can make the decision appropriately.