Xero Credit Limits

Xero Credit Limits

AGG SMART can show customer credit limits when booking in a job.

Xero does not output the credit limit through its API, so we need a work around. So, if you update the customer's Xero Network Key with the credit limit, then AGG SMART will use that as the customer credit limit.

You need to enter the limit into this field without any commas or pound signs. For example, if the credit limit is £10,000, then enter 10000

Once this is entered for the customer, AGG SMART will pull the credit limit and account balance through and display them on screen.

On Xero



On AGG SMART
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