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Sales Invoices | Awaiting payment list - View Invoice Notes

When on the awaiting payment tab for invoices - having a small notes section visible so you don't have to go in and view each invoice to see if there are any notes. For example if an invoice is dispute and the payment expected date isn't known it would ideal just to see it at a quick glance.

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Jodie Leach shared this idea  ·   ·  Report…  ·  Admin →
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  • Helen Bentley commented  ·   ·  Report

    Absolutely, this would be so useful - even if it is just that there is a coloured dot to highlight that there is note on the invoice - so much time is wasted having to open up each invoice

  • Justine Gotham commented  ·   ·  Report

    This will really clean up the awaiting payment screen as we rely on this when discussing invoices in our weekly meetings. A column next to the "Expected Date" column with the first line of notes... would be grand and provide instant clarity

  • Ashley Salemon commented  ·   ·  Report

    Agree, this would be very useful for our company. It is very annoying that you have to open each invoice to view the note. A column for notes that can be seen from the awaiting payment screen would be very helpful.

  • Adam Bowley commented  ·   ·  Report

    Should be an easy addition but will allow my colleagues (and directors) to know which overdue invoices have been dealt with.

    Also now Xero doesn't pull in the bank as frequently, invoices have often been paid before they are able to be cleared in Xero - this would help to minimise confusion.

  • Mohamed Korayem commented  ·   ·  Report

    I was also thinking about not just a note on the side but having another dedicated tab for invoices that are pending with legal or will be taking longer to deal with.

    An additional customisable tab that we can drag and drop or move invoices to would be very convenient.

  • Christine Cummings commented  ·   ·  Report

    Absolutely agree. This makes complete sense and is a time saver. Please bring it to pass. Thanks for listening. Also, due to the fact that the previous discussions with debtors are very relevant if not paid immediately.

  • Judy Ford commented  ·   ·  Report

    Sales Overview/aged receivable report - the need to be able to view notes/history in this screen so when chasing outstanding money you are able to see previous correspondance without opening each invoice