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This function would be really helpful, both to have pre-set flags and also some colours or free-text fields so we can flag things internally among the department.

Can we get the ability to mark an invoice as DO NOT PAY or AWAITING CREDIT? We have suppliers that we are frequently waiting for credits to come in or we don't want to pay an invoice for some reason or another and it's easy to mark it to pay when there are numerous invoices.

hi team

i am not able to get the supplier statement from my Xero system.
can some one help me out to get this issue sortout.
thanks

The software developers at Xero really have NO IDEA about what makes good bookkeeping software. I'm fed up with them fiddling with the appearance without any good reason and in the process removing functions we all use. Flagging bill in dispute is a FUNDAMENTAL function that all other bookkeeping software has as standard. We shouldn't have to beg for standard functionality, or pay for an add on!

In response to Stew Heckenberg (21 August) - I for one would not be willing to pay for this functionality as an add on since it has been a standard function of every accounting system I have used except Xero and it should be a standard part of Xero's package. You should not have to pay to add this kind of feature to an accounting package that others offer as part and parcel of their software.

We are coming up to our first year using Xero and OMG, its awful.

New owners forced us to move from Sage and there are so many basic functions I took for granted in sage that Xero does not have, being able to dispute sales & purchase invoices to name one. Xero seems to like you worker harder, not smarter.

I'm a developer and would be happy to add this feature by way of a Chrome extension if enough people were willing to pay for it.

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.

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.

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

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.

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

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

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" ?

Basic accounting requirement - client needs to flag purchase invoice as "in Dispute" until goods / test documents checked / received and invoice value correct

You should really be able to flag a supplier invoice that is in dispute so that it does not get paid

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 😂🤷‍♀️

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.

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.

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