A credit block stops your buyers at checkout. It doesn’t stop your own staff.
Anyone in your admin who can complete a draft order can complete one Quay would block: Shopify shows the block, then offers a button to proceed anyway. There’s no permission that turns that button off.
So Quay makes it visible instead. Connect a Telegram group, and every order that gets past a block sends a message there within seconds — order number and amount, the company, why it should have been blocked, who placed it, and a link to the order. Same when an order is edited upward past what the company can take.
To set it up: Settings → Telegram alerts → Connect, then pick your group. About a minute, and nothing needed from us. Disconnect in the same place any time.
Three things stay as they were. Your buyers see nothing new — nothing about this is buyer-facing. Limits, policies and blocks behave exactly as before. And nothing goes to Telegram until you connect a chat; after that, each message carries the details above (what we send).
One note so the quiet doesn’t confuse you: an order paid on the spot adds no new debt, so an over-limit block on it stays quiet. A company on hold alerts either way, paid or not.
Your team doesn’t live in Quay. They live in Shopify admin — on the company page, releasing orders, answering calls. And until now, the one question that page couldn’t answer was the one that matters most before taking another order: where does this company stand on credit?
Now it can. Quay adds a “Credit limit (Quay)” card to your company pages in Shopify admin. It shows the credit limit, how much is used, and what’s available — and the current checkout status with the reason spelled out. Not just “blocked”, but which invoice is overdue, how late it is, and which policy rule fired. A manual hold shows the note your team left. And there’s an “Open in Quay” link for when someone needs to change something.
The numbers are the same ones checkout enforcement reads, updated as orders and payments happen — so what the card says is what checkout will actually do.
Adding it is a one-time step (Shopify doesn’t let apps place admin cards by themselves): open any company page, choose Add block at the bottom, pick “Credit limit (Quay)”, and pin it. It then appears on every company page for your whole team. The step-by-step guide covers the setup and how to read each status.
What hasn’t changed:
Your buyers see nothing new. The card is staff-only, inside Shopify admin. Buyer-facing surfaces — the account notice and the checkout message — are exactly as before.
Nothing about enforcement moved. The card is a window, not a switch: limits, policies and checkout behaviour work precisely as they did.
A Quay problem never blocks your page. If the card can’t load, it steps aside quietly — the company page, and your checkout, carry on.
One tip: the status reflects your policy settings. A company that’s over its limit with no policy assigned will honestly say so — “nothing is enforcing it.” If that’s not what you want, assign the company a policy and the card will show the real outcome: pay on order, or blocked.
Until now, when a company went over its credit limit, Quay had two responses: keep watching, or take away net terms so the buyer pays upfront. Paying upfront is the right brake for most stores — the sale still happens, you just take on no new credit.
But some merchants told us it isn’t enough. When your own sales team places the orders — draft orders, phone orders, the counter at your warehouse — “pay upfront” at checkout is a speed bump, not a stop sign. They wanted a real one.
Update (August 2026): a block stops buyers at checkout, but not your own staff — anyone who can complete a draft order in Shopify admin can proceed past it, and no Shopify permission prevents that. Quay now sends a Telegram alert when that happens.
So policies now have a third over-limit option: Block new orders. With it, any order that would push a company past its available credit simply doesn’t go through. The buyer sees a clear message with your accounts email, so they know exactly who to call. Orders that fit within the remaining credit still work — the block only catches the order that would cross the line.
A few things that haven’t changed:
Your existing policies behave exactly as before. Nothing switches on by itself — blocking is a choice you make per policy, in Policies → Over limit.
Pay-upfront is still the default, and still the right choice for most stores. Save the block for the customers — or the ordering flows — where you need a hard stop.
A Quay problem never blocks your checkout. As always, if anything goes wrong on our side, orders go through. We’d rather let one over-limit order slip than stop a paying customer because of our bug.
To turn it on: open Policies, pick (or clone) a policy, set Over limit to Block new orders, and assign the policy to the companies it should protect. That’s it.
