Sales Invoices - Pop-up reminder of notes
Ability to have a pop up reminder feature from the notes when creating a new invoice.
Purpose: This will make users’ easily identify if there’s any special note from their contacts in Xero, when they’re creating invoices for them.
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Danielle van Dijk commented
Pop up notes / flag notes should be available for not only incoices for certail contacts but also bills to certain suppliers!
A button/toggle you can drag across in the notes section to make sure the next time that invoice or bill is opened the notes pop up so they are definately being read!
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Darren Stevenson commented
A definite Yes to this idea.
Have used other software that has this feature, and it is an invaluable function. -
Emma Rosenblatt (Accounts) commented
Notes are often forgotten, which makes them almost useless. If we have the option to make the notes pop up when you are building a quote, bill, or invoice to remind us of the note, that would make them a lot more useful.
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Yubraj Sah commented
Agree
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Wendy Fox commented
Would be good to be able to set a date for reminders for contacts. We renew some sales contracts every three years so a reminder at say the 2 years and 10 months mark would prompt us to start contract renegotiations. No point putting in an endlessly repeating invoice if the terms are going to change after 3 years & the repeating invoice pops up too late on the send date rather than earlier when the terms should be renegotiated in a timely manner.
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Lisa Griffiths commented
definitely agree - we need this both for sales invoices and supplier bills
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Stephanie Wynne commented
We need this feature so that all staff can look after our customers individual needs. This has been suggested for many years to no avail. Xero, please take on this feedback and provide this facility.
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Joana Mendes commented
Yes, this would be great. Also, the contact note needs to be formatted correctly as it ignores the spaces and line breaks, making it hard to read and understand by everyone in the team. See attached. Thanks, Joana
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Nublu Pool and Spa Care commented
When you hover over the contact in a new Invoice (after you've chosen it), Xero needs to show the first line of Notes (under the phone number), so we know we need to look at Notes while we're data entering on that specific contact. That would be another great help. At the moment, I have to open the contact in full, to see if they even have notes and it's time consuming, as not all customers have notes.
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Ephraim Sellick commented
Working with an Admin team where each has access to create invoices for customers & Walk-ins, It's extremely important to have those customers special needs looked after even when the staff member who is the S.M.E is unavailable or away. Having this pop-up when creating invoices is essential for small business admin teams
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Emma Rosenblatt (Accounts) commented
Please add this ability to the note section. I have mentioned in another post about how the new note feature is really basic and lacking usability...You can make a note on the contact that's great but what can you do with this???Nothing.
We need to choice to be able to make a note pop-up when invoicing the contact, when viewing invoices, when uploading bills, when paying bills. I know others have also requested notes to be able to be seen in reports as well.
Having one note section which can have up to 4000 characters is a pretty slack job at resolving this issue. The notes aren't even time stamped...
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Joana Mendes commented
This is a must. Under each Contract, we could set up the internal note and be able to select if this is to show on Invoice/Quote/PO/Bill Page, and also be able to select if this is a one-off note or a recurrent note. This note needs to be able to be reported. Thanks
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Melissa Fenwick commented
Would be great to have pop up notes when doing a sales invoice to prompt user if that customer has a specific procedure for invoicing
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David Stockford commented
We have customers who have payment systems such as Tungsten, Coupa, Ariba etc.These have to be used when submitting sales invoices.
We would like a way to record this information and display it against the client. -
Louise McG commented
This is important as you can act upon knowledge not always known to you.
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Masterweave Textiles commented
A person will forget to go check the notes. so for manufacturing it will be such a plus!
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Masterweave Textiles commented
This would be great, but Xero would have to start with a note section to begin with. They do not even have that!!!
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Joana Mendes commented
Hi Xero, Where are we at with this? We need to have a space for a hybrid note entered in the specific Contact to show on Invoices / Bills , with the feature to have an end date or show a number of times. Thanks Joana
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Mel Eckford commented
Agreed 100%, as we have multiple admin staff that overlap, being able to have notes pop up for all users is ideal.
This would be super helpful for things like "Alert, send invoice as a PDF" or "Please speak to admin before invoicing".
This could also link to the idea of an account stop alert - letting every user know that this customer account is PROFORMA ONLY or SUPSENDED.
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Maureen Greaves commented
Ensures all requirements are met for faster customer payments
A customers 'Sales Invoice Note Alert' field should be added to their Sales defaults. What ever saved in this field to be displayed if it is filled on the 'New Invoice' window (with yellow background).
This would be fantastic for specific customers that require extra processes that are needed to have customer pay their invoice other than just email it off.
Examples - upload to portal, attach delivery docket, check special item prices are correct