Contact - View Repeating Invoice details on Contact record
To make users able to see repeating invoice details from Contact record.
Purpose: To make users jump into active repeating invoices easily, and to minimise the risk of setting up duplicate repeating invoices for the same contact.
AdminXero Team
(Admin, Xero)
shared this idea
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Laura Candy
commented
This should be a standard essential element to have a contacts repeating invoice profile show on their contact details profile. Like someone else has mentioned, it is quite often easily done to duplicate a repeating invoice for a contact. Having a visual overview on that contacts profile to what repeating invoices they have would be a huge benefit. Another very well known accounting package used previously, has this as a standard in their package and it absolutely was a godsend.
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Tim Cox
commented
We get caught on this all the time. If you click into a specific invoice it tells you, but there should be a list in the Contact for these too, otherwise you might not see that they already have one set up and receive two by mistake.