Overpayments - Email/Print
Ability to email and print overpayment receipts from Xero.
Purpose: Some accountants need to print and email overpayment receipts from Xero, and having this feature will make their work easier.
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Michelle Howard commented
A simple print and email button for an overpayment is essential to provide our customers with a receipt/credit note. Taking a screen shot is not very professional.
The Xero Team shared this idea on the 18 Aug 2013 and it still hasn't been implemented! -
Rowena Ferns commented
This needs to be rectified immediately. We cannot issue a receipt to a client that has overpaid one or multiple invoices in one transaction. Currently having to resend their invoices (of which there may be many at a time) to clients showing that there is $Nil owing after the payment instead or simply emailing one receipt which simply shows a credit for the overpayment.
Very poor Xero.
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Melissa Jansen commented
Some customers, especially large corporate customers, require credit notes to be issued for whatever reason, so there is a paper trail for their accounts department. Not being able to issue a receipt for an overpayment, which is essentially a credit sitting on someone's account is not really acceptable.
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Shivani Thakur commented
It is important to have this feature, as it will help accountant to share payment/overpayment receipt in PDF format with customer.
As currently happened that I received payment, applied 1,690.07 against invoice and remaining amount booked as overpayment.
And now I wanted to print the receipt of this transaction but there was no option available for this.
So I was not able to print receipt and couldn't share with customer. -
Beth Clarke commented
If we make a batch payment from our trust account to our working account for client fees I will send the clients a receipt. In some instances one of these client amounts will be an overpayment (as they have already paid their invoice) and once allocated to overpayments I loose the ability for the whole batch to send a receipt. Please add the functionality for sending overpayment receipts.
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Angela Forman commented
I have had a customer pay us three times for the same invoice! presumably due to misreading their statement and thinking they owed us, rather than that a credit amount was showing.
It would be so much easier if you could email an overpayment, this would:
1. Let the customer know they have overpaid and the amount
2. Advise that you have received a payment.
3. Be less work for ourselvesCurrently have to screen snip, attach to an email, explain the situation etc. etc. It really becomes a nuisance if someone overpays.
Related - it would be fantastic if you could email a receipt which showed the total amount received and where it has been allocated. E.g. part to an invoice and part to an overpayment.
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Regina Goh commented
If the system can print out a copy and state the necessary information such as:
1) Invoice number that was overpaid
2) The status of overpayment (e.g. under credit, is applied to specific invoice number)
3) The amount overpaid.Will be convenient and reduce human error since necessary information is stated clearly.
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Pyroclassic Fires commented
I have this happen a lot and have to do a screen shot to send when asked about Overpayment that has shown up on a statement.
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Laura Price commented
Yes please add this - it's extremely confusing workflow for our team, but also the client needs a confirmation of payment (particularly in this case!), and it's not possible to issue one.
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Jane Casey commented
Please add this feature as you need to be able to supply the customer with a copy of a payment
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Graeme Muir commented
All payers ( ie customers, overpayers, payers of deposits etc) should have the option of receiving a recieipt confirming their payment has been received
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Jennifer O'Neil commented
This is really important as our clients want a copy of an overpayment to keep on file in their own account file.
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Mags Eliades commented
Critical - Customers and Clients ask for a copy of an Overpayment and we can not provide it. It then looks like the system we choose to use is inferior.
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Stuart Lockley commented
why on earth doesn't this system work with over payments and credits, it so easy in other software apps. i cant email the over payment either, it voids the point of usinf xero - far too many steps.
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Pam Dalby commented
I think it is imperative that we send a receipt for customer's overpayments. Xero get onto this asap please
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Alla Neal commented
I couldn't believe that you can't print out an overpayment :(
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Helen Simmonds commented
I need to send payment receipts to customers which include any overpayment they have made - we deal with international currencies which means this happens often. Being able to send a receipt in the normal way would make a big difference to me. I currently have to let them know by email, which isn't ideal.
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Rachelle Arce commented
sending receipt is critical in a business
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Daniyal Khan commented
We need to have it in pdf form so that it can act as a credit note.
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Andrew Syme commented
Also - Add docx functionality