Sales invoice - Separate status for when credit applied
In Xero a receivable invoice status is shown as paid whether it is actually paid or whether a credit note is applied to the invoice.
Can a new status be added to show when an invoice a credit note is applied, for example "Credited".
This will help identify actual payments received vs credit notes issued
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Ani Gordon commented
I was just about to post about exactly this. It makes it so confusing when looking through a customer account to see invoices as 'paid' when they've not been paid they've had to be credited!
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Natalie Matthes commented
I need to allocate a credit note to an invoice that has already been paid so that I can clearly see what the credit note applies to. However I seem to only be able to allocate a credit note to current invoices. I don't want to attach a credit note to an invoice that it isn't related to.