Implemented

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


17 people like this idea
  • This is a very important function, 


    A customer can be within their credit limit but have not paid 30 days after the payment is due, an option to set a credit time limit should be available as well


    6 people like this
  • This needs to be a feature - and soon, super important when managing your debtors! There should be the ability to easily place a customer on credit hold


    5 people like this
  • The thread I started more recently (didn't find this one at the time) asking for the same thing has been updated last month to planned so fingers crossed it's not too far away. Link below to my thread.


    http://support.dearsystems.com/support/discussions/topics/11000017800




    2 people like this
  • This is a vital function for our organisation too.


    DEAR Support - please implement this feature


    3 people like this
  • Hello,


    We are pleased to inform all of you that we are planning to add the below items to the Development roadmap. Please check the Development roadmap periodically for updates.   


    1. 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 Planned
    2. 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 - Will be done as part of our workflow automation


    Sincerely,
    The DEAR Team


    3 people like this
  • Awesome, thanks DEAR!!

  • Wonderful, this will be a great feature once in place. Thank you.


    1 person likes this
  • Yes yes yes please. Look forward to seeing this feature soon I hope. 


    2 people like this
  • Shall we receive a notice when the credit hold by days feature will be up?

    Thanks! Very much look forward to have have the function asap!


    3 people like this
  • Equally if I may add we should also be able to have information from suppliers invoices alike awaiting for a refund, expecting a credit note etc. We should also be able to put those invoice on hold from payment if needed. An easy way to have info display exactly like (paid, 


    2 people like this
  • Very excited to see this implemented. Any timeframe?

  • An update on time frame would be good being this thread was started 2 years ago..


    2 people like this
  • Looks like it's in place..at least in a way. Link to DEAR instructions on use, released last Friday: http://support.dearsystems.com/support/solutions/articles/11000075216-credit-limits-and-credit-holds


    Some feedback on what I've found so far. I like that it's been implemented, thank you. I like the adjustable Grace Period and the Manual Credit Hold function.


    * The Automatic Credit Hold feature only works/activates if they're over their credit limit & beyond the Grace Period, if they're under the limit it does not kick in.

         - This makes the Automatic Credit Hold feature redundant as the Credit Limit is already exceeded for it to activate and the Credit Limit prevents the sale. 

         - The Automatic Credit Hold feature needs to activate once the grace period is expired, irrelevant of the credit limit position which by itself can activate sooner if they exceed their credit limit. An example of this is $5k limit, $2k @ 3 months overdue, new order for $2900 would be allowed irrelevant of the fact they're 3 months behind. Automatic Credit Hold should prevent this new sale, not allow it.

         - ATM, no notification for (Automatic) Credit Hold is showing up, only notification for Exceeding Credit Limit. 


    Is it possible to also log the event in the invoice logs when a team member proceeds past a Credit Hold/Limit notification for those that have the permission to do? This would give us an audit trail to refer to in relation to the state of account when that order was placed. 


    2 people like this
  • Those points are great to know Peter, thanks for sharing.

    And completely agree with you on all 3 points - a customer doesn't only go on credit hold when they've reached credit limit, they can be overdue on payment but well under their credit limit (for us, customer going overdue is much more prevalent than exceeding credit limit)


    @DEAR, you're so close to getting this right - please just fix these last little things for us! 


    2 people like this
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