Sales Invoice - Auto allocate Overpayments based on Invoice date
Just an idea that might help a lot of businesses.
We generate a lot of invoices over the span of one month, the feature of bank rules are amazing, but ineffective if the payment is a overpayment.
I would like to have a way for Xero to have a Global setting to auto allocate overpayments to the oldest invoice for customers.
Currently overpayments will go to the customer account and just lay there until manually allocated to an invoice.
With bank rules it will automate the process by adding payments as overpayments to the customer account and then auto allocating overpayments to customers oldest invoice.
Adriaan Kotze
shared this idea
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Denise McKay
commented
Agree the overpayment not being automatically allocated to a client's outstanding invoices is frustrating. We have quite a few who overpay and I find if I have forgotten that person overpaid and not manually allocated it, although the system says they owe nothing the actual invoice is still owing and the invoice reminder to pay gets sent out and upsets the customer. Would love a solution to this!
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Judy Treloar
commented
I also agree with the others in this post and discussion. Please XERO, can this be a priority as I have repeating invoices set up and it would be great if these over and/or prepayments could be automatically allocated to the oldest invoices. Thank you in hope
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Patti Hook
commented
Possibly include an option to select which invoices are to be allocated (by ticking a check box next to each invoice) on the existing credit allocation screen (rather than entering an amount per line/or as well as)
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Phillippa Kent
commented
Oh my goodness this is such a painful process... We get almost 1000 overpayments in a month and have 1 staff member who sits there allocating them just for customers to overpay all over again! Surely this can be done automatically either with Xero development or by an app add on - please Xero!
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Vasiliy Gokoyev
commented
here is another vote.. we have quite a few customers who like to overpay their balance in order to maintain a "credit" balance. taking care of these allocations every month is a very time consuming task. Also logging a deposit as overpayment or part-overpayment is very hard and requires numerous mouse clicks. there is a lot of room for improvement
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Benjamin Brentegani
commented
Definitely agree, when allocating overpayments we are having to go into each transaction manually entering the amount. If there could be a way to auto-allocate to the oldest invoices as the current method is quite time-consuming?
