Check out our resources library for useful articles and up to date news.


January 14, 2021

Xero have added a new feature giving you the ability to set a credit limit for a customer so you can keep track of what they owe you.

The credit limit can be set within the contact record, see the help notes here

You can also add a credit limit block to a customer to stop invoices from being sent if they have exceeded their credit limit, however this doesn’t apply when repeating invoices are automatically approved or approved for sending.
(this feature is only available if you have switched to the new invoicing)

To check a clients credit limit while generating an invoice, see the help notes here
Source: Xero

LilyIris Accounting logo

Working With Us

We are always excited when new clients come on board and we can make a difference to their business.

Are you:

  • An existing Limited Company
  • Searching for a bookkeeper that does more than simply reconcile your bank
  • Looking for professional support for your business journey

Talk to Us - Book a Discovery Call 

Are you a Sole Trader, Quickbooks/Sage user or looking for tax advice?
We only do Sole Trader Tax Returns for people working in the Construction Industry. We don't do any other Sole Trader Tax Returns, tax planning or use Quickbooks/Sage - but we can recommend some fabulous people that do!

Call Us

01454 329507

Email Us

Have a Question Or Need to Make An Appointment? Email Us!

Social Media