New: block orders that go over the credit limit
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.