Create CREDIT LIMITS against accounts in Zoho Books.

We require the ability to create limit credit limits within accounts.

When any business allows "credit limits" to their clients the word 'limit' is key - accounts have a limit applied to their credit which is often advised by carrying out a credit report.

We need ZOHO BOOKS to create credit limits which warn our finance department that the account has gone over their limit, and various features as seen as standard with many of your competitors.

224 votes

Accounts department shared this idea · Oct 26, 2016 · Report… · Admin →

Available ·

AdminReshma (Community Manager, Zoho Corporation) responded · Dec 25, 2018

Hi all,

We have added the option to set a Credit Limit for customers.  When the credit limit is exceeded, you can set up the option to restrict from creating/editing an invoice (or) show a warning message and continue creating/editing an invoice.  
Refer to this Help Document that will elaborate on this feature – https://www.zoho.com/books/help/contacts/credit-limit.html

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Anonymous commented · October 3, 2017 7:31 AM · Report

please

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Sam Ford commented · September 14, 2017 4:33 AM · Report

We need this too

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David Bilbow commented · September 13, 2017 6:07 PM · Report

We have the same issue. The admin could be able to configure to allow/disallow sales and allow/disallow invoices for greater control if the customer goes over the credit limit.

The whole credit limit functionality appears to be missing.

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Anonymous commented · August 27, 2017 12:37 PM · Report

Really require this feature as soon as possible.

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Anonymous commented · July 25, 2017 6:56 AM · Report

Suppport, absolutely necessary!

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Raja Selarka commented · July 17, 2017 5:52 PM · Report

I have spoken to Zoho support hundred of times for this features but so far no update on this. This is must for all the business who run on credit terms.

Please integrate this features on top top priority.

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James Converse commented · July 3, 2017 8:21 AM · Report

Any updates on this?

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Andrew Campher commented · June 30, 2017 6:07 AM · Report

Really need this as well. Quickbooks - current package has this.

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Core Drilling Supplies commented · April 10, 2017 8:37 PM · Report

yes please! we use this feature too

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Anonymous commented · January 30, 2017 6:13 AM · Report

yes right, it's really necessary for a good credit management!

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Nik Vorfi commented · November 8, 2016 9:20 AM · Report

Yep, we most definitely require this implemented asap. Most accounting software have this option in place as box standard. It is time consuming and almost impossible to keep track of the customer’s credit limit when you there is no limit box.
So ZoHo team roll up your sleeves!

Nik Vorfi
Caterbox

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