Sales invoices - Flag an invoice as 'in dispute / query'
Ability to flag an invoice when it’s in dispute or query.
Purpose: To ensure users do not pay an invoice when it is currently 'under query/dispute' in error.
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We appreciate all the feedback received through this idea, everyone. Taking on board all your comments there are two sides of the fence when looking at flagging an invoice as 'in dispute' - Looking at the ability to flag a bill/supplier invoice as 'in dispute', versus the ability to flag a customer invoice as 'in dispute'. It'd be good to get understanding of the interest in each individually so we've started a new idea for bills that you can add your support for. But to give clarity, currently we do not have plans for developing a flag for bills, or sales invoices. For those looking for this feature in sales invoice although not specific to each invoice, you may be able to make use of Credit Limits - Find out more and explore how to set up a limit for your customers through Xero Central. We'll continue to track the interest for each of these areas moving forward and communicate any change for these ideas on each respectively. Thanks
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Nadine Hyslop commented
Hi Kelly, "Credit Limits" does not work for service businesses it just adds more admin. Please match the same option of being able to "flag/marker" both invoices + bills in the case of an instalment plan or in dispute.
Maybe something as simple as making all the info red similar to how the due dates are highlighted red when overdue? It would be good to show on the dashboard to below the 'overdue' ones. -
Skye Baillie commented
Currently for some customers I need to manually create statements due to the inability to place invoices on hold. So it also makes the 'Send Statements' function unusable.
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Angela Meakin commented
I think this is critical, for both customers and suppliers, so that when raising payments we need to know if these invoices are disputed, otherwise they could be paid by mistake
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Katy Lloyd commented
The ability to hold purchase or sales invoices in the system would be great. We have a large client who needs to hold specific invoices as they are expecting a credit note but there is no functionality within Xero for this.
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Mark H commented
Once an invoice as started to be entered in Drafts putting it on hold till it is fully completed so it can't be approved till is finished
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Wendy Tirapani commented
This is a really important feature for Accounts Payable when you are chasing up Credit Notes, valid insurances and awaiting approval.
Currently I have to leave all such invoices as drafts
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Steve Wheat commented
To be perfectly honest, how can using Credit Limits work ? Just because one invoice is in dispute, does not necessarily mean that the client is not credit worthy .It appears to me that Xero are more interested in making invoices look pretty than providing meaningful functionality that can truly assist the operational side of financial management . I for one would like to understand why this is at least not on the "roadmap" ?
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Maurice Funnell commented
Basic accounting requirement - client needs to flag purchase invoice as "in Dispute" until goods / test documents checked / received and invoice value correct
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Jenny Patience commented
You should really be able to flag a supplier invoice that is in dispute so that it does not get paid
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Greer Williams commented
The ability to put a flag or star next to a bill within the 'Bills to Pay' list would be so helpful!!
My ideal time for use would be when I'm awaiting a credit note to come in for the invoice - the bill needs to be entered, but I don't want to pay it when it becomes due as I'm waiting for the credit note to arrive. If the credit note isn't here when the bills is due, then it's time for me to follow up with the supplier!
As so many others have said - why isn't this feature already here!? A simple 'flag this invoice' button with an optional notes section is all that's required (in my opinion, anyway). Given the complexity of Xero I feel like this addition would not be that hard... but I don't do software development so what would I know 😂🤷♀️
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Emma Rosenblatt (Accounts) commented
Clearly, we want both bills and invoices to have this feature. I'm not sure how 352 votes for invoices and 655 votes for bills doesn't communicate that.
Please update us on the status of this idea.
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Sally Stubbs commented
I would use this feature - it would make credit control very helpful.... thinking about the 'other uses' - I have customers who pay by instalments on a direct debit or payment plan, or who have contacted us to say they will pay but we agree a delay for any reason (like waiting for a HMRC / tax / CIS refund) so I would like to mark invoices that are paused. Then I could use the automated reminders to chase invoices 'not - paused' so the functionality could extend from invoices in dispute to invoices on a payment plan / paused / etc . If WE use the tick box for PAUSE purposes, the effect could then be the same - an invoice we know about. An invoice that does not need chasing. It could therefore be a 'pause' feature for credit control, that would make the function very powerful. You could generate a report of invoices paused, see the total, instalments received and days overdue for example. That would help all purposes, dispute, on an agreed delay, or a payment plan, lay - by, direct debit etc... I presently have 463 of 900 unpaid invoices on a payment agreement or paused. To find those 463 in Xero I have to use a excel spreadsheet and filter them. To send reminders for the the other 437 overdue items I need to open each one individually and use an email template to chase. This puts the power of this function into perspective.
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Scott Wilson commented
Its an obvious change to all business's as a reminder to not chase, chase a resolution internally or advise other staff to leave alone
This avoids immense embarrassment and/or potential customer loss -
Helen Simmonds commented
Thank you - can you at least make it so that the sales invoice can be rolled back to draft status?
Once approved, it moves into the monthly management and credit control operations, when actually, all I want to do is keep a draft copy to edit later but which I inadvertedly approved by mistake. -
jim Alexander commented
Hey!
I'm the developer/director of a tool called InBill.
What you're asking for here is one of the many features of the software; I'd love to hear more about your requirements and give you a demo.
Hope to hear from you soon.
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Heather Heward commented
I agree with Sara and with all the other comments.
Can I ask why, on every issue I have with Xero, the feedback from Xero is 'we have no plans to do this'...?
Disputed invoices/more refined access levels for staff/holiday management starting at financial year not calendar year/etc are essential areas in any accountancy software. If this lack of response continues I am seriously thinking of taking my business elsewhere.....
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Sara Martin commented
as far as putting bills in query so they don't get paid in error this is vital. i agree with everyone else that tarting up the way it looks is irrelevant and a complete waste of time when critical functionality is missing.
you keep splitting these threads and then putting them back together again....is this a way of dividing the votes so you don't have to deal with the fact that everyone wants this.......
why are there still no plans to fix this when so many have issue with it. please answer as to how many votes it needs to be considered or are we actually wasting our time on this? -
Lucy Barker commented
Completely agree with the comments below - this is a basic vital function that should be included urgently. It seems crazy that you can't put invoices or Bills on hold!
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Farida Rodrigues commented
Every accounting basic functionality that should have been included from the beginning it is critical to allow the costs to appear in the accounts, but there be no risk of paying the bill by mistake which would remove all leverage. Not having the function to put the disputed invoice on hold has cost us lot as the disputed invoice gets picked up for payment in error. So, I am fully in support of this feature for Bills, and hope it gets put into the planned improvements sooner than later.
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Rachel Rook commented
Basic functionality that should have been included from the beginning, along with the ability to view supplier totals when making batch payments to ensure the correct amount is paid at EOM. HURRY UP and get the basics right!