More options to put a customer on Credit Hold

If understand correctly, the only way to place a customer on Credit Hold/Stop Credit is for them to reach their credit limit.

However, reaching credit limit is not the only reason a customer may be placed on Credit Hold.

So the current workaround suggested by Dear is to change their status from Active to Deprecated, however this could indicate they are an obsolete customer.

It would be great if we could have the ability to perform either/both of the following additional methods for Credit Hold:

  • Have a simple check box on the customer's Dear profile which puts them on Credit Hold, and disallows adding/fulfilling/shipping/processing new and existing Sales Orders or Invoices. Ideally you would be able to set User permissions as to who has the ability to Edit the Credit Hold status of a Customer
  • Along the same lines as the credit limit function, create a rule whereby when the Customer has outstanding amounts overdue (which is determined by their payment terms) they are put onto Credit Hold, until payment has been made. With the 2-way sync in Xero this could work really well. Ideally you would be able to have an editable 'grace period' from when the customer reaches overdue to when Dear puts them on Credit Hold... e.g. overdue by X days.. the X should be customisable in General Settings

16 people like this idea
  • Last week I noticed that our Credit Limit feature is not working. Assuming this was linked to/caused by the Grace Period feature (currently set to 21 days) I did some testing with it just now. Confirmed, they don't co-exist.

    Scenario is: 

    Grace period set to 21 days

    Customer is already over their limit with oldest invoice 15 days overdue. Nothing is blocking or warning the Sales Team of the account being over it's limit, they are processing new orders entirely unaware of the status of the account.

    Reduced Grace Period to 10 days, no change, tried 5 days also and no change.

    Reduced Grace Perido to 0 days, credit limit exceed notifications are back!

    It seems the Credit Limit and Grace Period features do not work together at all. Hopefully DEAR can improve on that and make them compliment each other.

    1 person likes this
  • Credit on hold for overdue accounts is our primary use for this function and as outlined in the comment by Peter Hilton, this does not work in a way that benefits our business. 

    Although some businesses may not allow customers to exceed their credit limit, many welcome greater revenue per customer. This function is still important, however I believe on hold for overdue accounts would be the more widely used.

    This needs to be fixxed, everything done so far is great, however when a customer is overdue, the account needs to be put on hold despite the amount they have been credited to this point. 

    Also, the 'Grace Period' is a great feature for those customers who pay on 45 days or a particular day of the month, make sure you keep this feature.

    Keep going with this one DEAR, you are almost there!

    1 person likes this
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