Contact - Show total overpayment amount on Contact page
Fault on new contact page - when an invoice is paid using an overpayment is show £0 in the amount paid column! If an invoice is ONLY paid with an overpayment it therefore shows £0 paid £0 due. It should show the full amount paid by any payment method.
Sally Stubbs
shared this idea
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Alison Bell
commented
When you allocate an overpayment (payment on account) to an invoice you then see a zero balance under paid. This also happens with credits where the invoice amount is reduced by the credit amount. This never used to happen but I assumed it would be fixed by now as it has been like this for quite some time. This means when trying to reconcile statements you need to go into each invoice to make sure the amount is correct. This is a really basic thing that when you look at transactions you should be able to see the invoice amount. I have no idea why this was changed as it makes no sense.
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Laura Knight
commented
Since Xero has rolled out the new customer view, "overpayments" (although should be named "payment on account") and invoice amounts on customer records have been removed and replaced with "0.00" when paid/allocated. This makes it really difficult to find an invoice by amount if the allocation has been done incorrectly. There used to be an amount column and then unpaid/due column, but now, it's all 0.00 when paid/allocated. Please revert the view back so we can see original invoice/overpayment amounts!