Credit stops
Know who’s on stop before the next job.
When a customer owes too much for too long, OnDue can put them on hold, so the people who take their orders or do their work see it first. Set rules, or stop and release a customer yourself.
Growth and above. Works with QuickBooks Online, Xero, Odoo and Stripe Billing; the hold is kept in OnDue.
Rules you set
Off until you turn them on in Settings, Credit stops. Use any of the three. OnDue checks them every 15 minutes.
- Days overdue
- Stop a customer with any invoice more than a number of days overdue that you choose.
- Overdue total
- Stop a customer whose overdue total is over an amount.
- A broken plan
- Stop a customer whose payment plan broke.
- Disputes
- Invoices with an open dispute don’t count toward the rules, unless you change that.
- Release
- OnDue releases a stop the rules made once no rule applies any more, unless you turn that off. A stop a person made is only released by a person.
Or stop a customer by hand
Rules on or off, an owner, admin or approver can stop any customer, or release one, from the customer’s page. Each stop and release needs a note saying why.
Every change is kept in the customer’s history: who or what stopped them, the reasons, who released them and when.
The Customers screen, on the web and in the Android app, lists each customer with what they owe, what’s overdue, any stop and any payment plan.
Shown wherever the customer is
- Customers
- The customer list shows who is on stop. Each customer’s page shows the reasons, who or what stopped them, and when.
- Invoices
- Every invoice of a customer on stop carries the flag.
- Overview
- How many customers are on stop, and notices waiting to be sent.
- The team
- When the rules stop a customer, the team is told in OnDue, and owners and admins also by email.
- The API
- The stop, its reasons and its history are in OnDue’s API.
Where the hold lives
In OnDue, not in your books. QuickBooks Online, Xero and Stripe Billing have no credit-hold field that OnDue can set, and OnDue doesn’t write to Odoo contacts. So a stop doesn’t block anyone from raising an invoice in your ledger; it tells your team in OnDue, and OnDue says that plainly next to the rules and on every stopped customer.
A credit stop doesn’t stop chasing either. OnDue keeps reminding the customer about what they owe. To pause reminders, stop chasing the invoice or the customer.
Telling the customer
A notice to the customer about a stop, or a release, is only ever a draft. A person writes it, or the rules draft one if you turn that on, and it waits until someone with approval rights sends it. OnDue never sends one on its own.
Questions
Does a credit stop stop the reminders?
No. A credit stop tells your team not to take more work or orders from the customer; OnDue keeps chasing what they owe. To pause reminders, use stop chasing on an invoice or a customer.
Is the hold written to QuickBooks Online, Xero, Odoo or Stripe Billing?
No. QuickBooks Online, Xero and Stripe Billing have no credit-hold field that OnDue can set, and OnDue doesn’t write to Odoo contacts. The stop is kept in OnDue, and OnDue says so next to the rules and on every stopped customer.
Is the customer told?
Only if a person decides. OnDue can draft a notice to the customer, written by a person or by the rules if you turn that on, and it waits until someone approves it. It is never sent on its own.
Who can stop and release customers?
Owners, admins and approvers, with a note each time. Owners and admins set the rules.
If I release a customer, will the rules stop them again straight away?
Not for the same reasons. When a person releases a stop the rules made, the rules stop that customer again only for a new reason, such as another invoice going past the limit.
Which plans include credit stops?
Growth and above. See pricing; these are early-access prices and nobody is charged yet.
Next time an invoice goes late, let OnDue draft the first email.