Repeating Invoice - Automatic Application of Credits
Option to automatically apply or allocate existing credits to future repeating invoices. When the client receives the invoice, it will be marked as a PAID invoice because the credit has been already applied in Xero. But only if they choose to apply the existing credits instead of a refund.
Purpose: Saves time in manually creating an invoice to apply for the credits
Rhellin Ocampo
shared this idea
-
Sarah Booth
commented
This is critical for making repeating invoices function properly. Currently, if there is an overpayment for a client of ours that is set up with repeating invoices, we have to go in and apply the overpayment immediately after the repeating invoice is sent and our repeating invoices are sent around midnight. If we don't do this, the client has submitted payments right away and then we still have the overpayment amount in their account. This feature could be a simple check box added to the set up process for a repeating invoice which allows you to check yes or no if you want any overpayments for this client to be automatically applied at the time that a repeating invoice is processed.
-
Henrik Schouboe
commented
Would like if a credit note or overpayment could be automatically allocated to a repeating invoice.
-
Christine Ashton
commented
Constantly having to hold over Repeating Invoices as Drafts instead of sending immediately for Stripe Payment as have to apply any applicable credits before sending - lose at least one day before getting paid.