is there a way to establish credit limits and block the order desk to enter an order for those clients who have exceeded their credit limit ?

Welcome to the Community, @casi3.

Let me share some insight regarding establishing a credit limit on your credit card to block an order from a client if it exceeds their limit.

Currently, this functionality isn't available in QuickBooks Online. As a workaround, you can manually enter the credit card limit for your customer in the Notes field. I'll guide you on how. 

1. Go to Sales and select Customers. 
2. Locate and choose a customer from your list. 
3. Click Edit. 
4. Select the Notes icon on the top right corner of the Customer window.
5. Enter the information in the Notes field. 
6. Hit Save. 

Following the steps above will guarantee you can indicate a credit limit by adding it to the notes of your customer. 

In addition, I highly recommend using and downloading third-party applications designed to meet your unique business requirements. With such applications, you can simplify your workflow, enhance your productivity, and ultimately you can limit your customer's credit card and block their order if it exceeds their limit. 

If you want to learn how to record payments into your credit card in QBO, you can refer to this article for more information: Record your payments to credit cards in QuickBooks Online.

Feel free to leave a comment below by hitting the reply button if you have other questions regarding the credit card limit in QBO. The Community space is always here to help you.

Thanks for your comments. 
we are currently working with the notes for each customer profile, however what i am suggesting would be a system enhancement that would benefit all users of quickbooks online. We are forecasting a business downturn and economic tough times ahead. Any business tool to help prevent losses would be appreciated. 

Thanks for your comments. We are currently using the notes section in each client profile. However, i am recommending a system enhancement that would benefit all users of quickbooks online. This would be opportune at this time since a downturn in the economy is prevalent. Any business tool that would help collections and avoid losses would be appreciated. Thanks 

Hi @casi3, thank you for getting back to us. I wanted to let you know that I really appreciate your interest in setting up credit limits and implementing a system to prevent the order desk from entering orders for clients who have exceeded their credit limit.

Allow me to guide you on how to send feedback so that this functionality can be considered for future implementation.

Your input is crucial in helping us understand the needs of our users and improve our platform accordingly. We understand the importance of such features for efficient credit management. 

Here’s how to process a request:

1. Select the Gear icon at the top.
2. Choose Feedback.
3. Enter your comments or product suggestions.
4. Select Next to submit.

In the meantime, I recommend you to continue using the notes section in each client profile to enter credit limits. Your proactive approach is commendable.
 

You can track your suggestion through this website. You can also visit our blog to keep up with recent events and developments.

Your input matters! If you have further questions about credit card limits in QBO, don't hesitate to hit the reply button and connect with our Community for assistance.

3-7-24

Since no one has updated the directions on how to enter the credit limit on the customer card.

Edit "Customer"

Go to the "Payment Section"

Enter the amount in the "Credit Limit" field

-NOTE: as of right now I do not see that the system is alerting me that the test customer has a credit limit when testing a fake invoice.