Field for client credit limit as well as a pop up message if entering a new quote/project for that client if it exceeds limit
7 Votes
2 Comments
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M
Mariaposted
9 days ago
Yes - We have been asking for this for a while too now. Very important to us, as there are so many businesses going into administration, or don't have credit terms and are therefore COD.
Because WG doesn't show if an account is overdue (only an account balance), we will often have to change the credit terms to NIL (due on receipt), so that they pay before goods are dispatched. But this is easily missed by the admin staff when invoicing.
The only other option we asked for, is a POP UP screen that we could initiate on any client that we want our staff to be wary of. Eg.
NOTE: Customer is on STOP SUPPLY. No further orders will be processed until payment is made in full.
or Customer is COD only. Orders must be prepaid before delivery.
Hopefully this can be escalated.
1 Votes
J
Jennelle Dupuyposted
9 days ago
This is vital for me. We are coming up with issues at the moment because of some large projects. Project Managers are Invoicing without looking at Xero to see the client's Credit Limit (which is just an another step in their process) and only once the Invoices are processed to Xero, then we discover that it is over the client's Credit Limit.
Field for client credit limit as well as a pop up message if entering a new quote/project for that client if it exceeds limit
7 Votes
2 Comments
Maria posted 9 days ago
Yes - We have been asking for this for a while too now. Very important to us, as there are so many businesses going into administration, or don't have credit terms and are therefore COD.
Because WG doesn't show if an account is overdue (only an account balance), we will often have to change the credit terms to NIL (due on receipt), so that they pay before goods are dispatched. But this is easily missed by the admin staff when invoicing.
The only other option we asked for, is a POP UP screen that we could initiate on any client that we want our staff to be wary of. Eg.
NOTE: Customer is on STOP SUPPLY. No further orders will be processed until payment is made in full.
or Customer is COD only. Orders must be prepaid before delivery.
Hopefully this can be escalated.
1 Votes
Jennelle Dupuy posted 9 days ago
This is vital for me. We are coming up with issues at the moment because of some large projects. Project Managers are Invoicing without looking at Xero to see the client's Credit Limit (which is just an another step in their process) and only once the Invoices are processed to Xero, then we discover that it is over the client's Credit Limit.
0 Votes
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