Sales Invoices- Flag as 'in dispute / query'

Ability to flag an invoice or bill when it’s in dispute or query.

Purpose: To ensure users do not pay an invoice/bill when it is currently 'under query/dispute' in error.

447 votes

AdminXero Team (Admin, Xero) shared this idea · 12 August, 2013 · Report… · Admin →

submitted · 16 August, 2024

Show previous admin responses (3)

submitted ·

AdminKelly Munro (Community Manager, Xero) responded · 17 June, 2024

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

submitted ·

AdminKelly Munro (Community Manager, Xero) responded · 24 November, 2022

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 ( https://productideas.xero.com/forums/939198/suggestions/46010152 ).

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 ( https://central.xero.com/s/article/Set-a-credit-limit-for-a-customer ) 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

submitted ·

AdminRudi Moritz (Admin, Xero) responded · 28 March, 2022

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Louise Williamson commented · 09 June, 2022 22:17 · Report

This is a REALLY important function that XERO is missing - please introduce it ASAP :-)

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Melanie Sullivan commented · 22 May, 2022 23:20 · Report

Full agreement with Sara's comments

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Sara Sherriff commented · 20 May, 2022 20:56 · Report

Easier reconciliation to supplier statements, having a flagging system like green = ok to pay, red = in dispute, amber = ok to pay but not yet due. but also shows total liability, especially for VAT qtrs, if invoices need to be recharged interco etc. Currently we leave our invoices in dispute as drafts, this isn't ideal especially as one invoice is 90% approved and we need to make a part payment, however we mark the invoice as approved it could be paid in full in error.

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Samantha Finch commented · 17 May, 2022 21:33 · Report

Allows invoices that need only to be part paid to be put on hold until job has been finished and cleared by the site officer. The due date then does not have to be changed and sometimes we pay all invoices regardless of when due, so having a delayed due date will not help.

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Steve Wheat commented · 11 May, 2022 22:13 · Report

Would be very beneficial, would avoid invoices been paid in error and provide a clearer idea of current supplier liability

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Bret De faria commented · 11 May, 2022 11:18 · Report

Very beneficial, would avoid invoices been paid in error and having to go through additional processes.

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Natalie Stokes commented · 10 May, 2022 20:52 · Report

This would allow bills to be included in the correct VAT quarter as well as see what is owing to a particular supplier and be able to keep track of any queries easier as they are all in one place and easier to chase them up if supplier doesn't reply.

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Katie Oppy commented · 03 May, 2022 15:56 · Report

This would definitely be beneficial to our business

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catherine lyons commented · 20 April, 2022 22:46 · Report

This would be so beneficial - please action

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Natasha Hamlet commented · 14 April, 2022 19:46 · Report

This is such an important feature for Bills. We approve the invoice when the item comes in, but want to dispute it if the item is faulty but there is no way of making this bill stand out to avoid being paid.

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Cathy Reardon commented · 11 April, 2022 00:20 · Report

Yes I would love this feature to be added as I have a supplier who regularly invoices incorrectly

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