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'Contacts - Record invoice payments from the contact screen' has been merged into this idea

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Contact invoices - Select invoices to be paid on the contact page and not in the Awaiting Payment section of Invoices

I would like to be able to check mark the invoices being paid on the contact page where you look at the open invoices instead of going to a separate page to pay bulk invoices.

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Dan Yurick shared this idea  ·   ·  Report…  ·  Admin →
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Not in pipeline  ·  AdminDavina Roper (Admin, Xero) responded  · 

Thanks for your feedback on being able to pay invoices and bills directly from the contact page.

This isn’t something that’s on our current roadmap for invoicing, bills or payments. Right now we’re focused on other improvements in these areas, so there’s no planned work or timeframe we can share for adding a bulk “pay / receive payment” option from the contact view ⭐

If this changes and the idea moves onto the roadmap, we’ll post an update on the Product Ideas page first so you can follow along:

Show previous admin responses (2)
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  • Denise Jones commented  ·   ·  Report

    When viewing a supplier account (contact search) - which then shows bills you need to pay - have have an option to pay directly from that screen

  • Patrice Diana commented  ·   ·  Report

    I am on a customer page and it shows that they currently owe for two open invoices. I would like to be able to click on the button Open Invoices and have the option to receive payment for those open invoices without having to leave the customer page. Currently I have to go to 1. Business 2. invoices 3. Awaiting Payment 4. Scroll through ALL open invoices (no filter even?), 5. Select the invoices I want to receive payment on 6. Select Deposit. Why not just go straight to the customer's open invoices and receive payment?

  • Daniel Bruce commented  ·   ·  Report

    I would like the facility to pay a supplier from within the supplier page. You can see all the invoices that are due for payment while on the supplier page, but then have to leave that screen, go to bills to pay > awaiting payment > search supplier.
    The process could be much simpler.

  • Neil Taylor commented  ·   ·  Report

    When processing a single payment for multiple invoices from the same customer, why can't you simply go to the customer, select the invoices paid and process. This is what most other accounting systems do and it is much easier then the Xero batch deposit process which is clumsy and time consuming.

  • Taryn Wynne commented  ·   ·  Report

    have a button that allows you to be able to create a payment/receipt from the contact page - so you don't have to go out of the contact to process