New Invoicing - Applying customer credit to invoice
In the new invoicing it is possible to add a customers credit onto their invoice from the bottom of the screen however the old version would have a pop up asking if you would like to apply the credit.
Can we change new invoicing so that it pops up asking for confirmation as this is easily missed.
Amy Rodgers
shared this idea
Hi everyone, as shared a little earlier here when you start entering an invoice for a customer that has credit you'll receive a notification in the bottom right.
Once you approve the invoice you'll receive a prompt to let you know that you have credit for the contact and would you like to apply it.
If you're not receiving this prompt this would be unexpected behaviour. We'd still like to help you with this, but it's best for our specialists at Xero Support to get more information 1-on-1 and investigate this with you. You can reach out to them through the Contact Xero Support option throughout Xero Central (bottom of the page).
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Amy Rodgers
commented
Hi Kelly,
The old invoicing had a pop up which would immediately notify you and ask if you wanted to credit the invoice with any payments on account.
You state that I will receive a notification and a prompt in the new invoicing but I don't receive any sort of a prompt. It just shows in the bottom right once the invoice has been approved and sent. Maybe the issue I am having is not so much that something is missing, maybe more so that its not working properly because the prompt in your attachment has never shown up for me?
Thanks