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'Users who are 'invoice only - sales' need to be able to view and allocate prepayments when they look at the customer's activity tab.' has been merged into this idea

For small businesses: Accounting features

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Invoice - Ability for users with Invoice Only user role to add prepayments

Users with the Sales (quoting and invoicing)/ Invoice only role to record prepayments in Xero.

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Kelly Khoo shared this idea  ·   ·  Report…  ·  Admin →
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  • Mark Allan Gatdula commented  ·   ·  Report

    Super critical for most of our clients who receive advance payments from their customers.

  • Mel Greenwood commented  ·   ·  Report

    Users who are 'invoice only - sales' need to be able to view prepayments when they look at the individual customer's activity tab. Currently prepayments do not appear at all.

    They only appear when they open an invoice in the old invoicing (this feature has disappeared with new invoicing but is apparently being fixed)

  • Ellen Hawkins commented  ·   ·  Report

    This is critical for us, please can I have an update on this

  • Frances Gallagher commented  ·   ·  Report

    Hi Kaitlin

    I appreciate your response. Since this user sends all invoices to clients, is it possible to include a payment tab on the invoices. (see attached just like mine) Payment allocations and receipt sending are not done by this user. To facilitate a prompt payment, we simply need the payment tab to be sent with the invoice. This user doesn't need to have access to bank account information, reports etc.

    Looking forward to hearing from you.

    Kind Regards,
    Frances Gallagher.

  • Kaitlin Debrick commented  ·   ·  Report

    A current limitation of the Invoice Only user permission is that the user cannot add payment services to an invoice. A second user with more expansive permissions must go in to add payment services to the invoice. This is an unnecessary additional step that can slow down the A/R process. Adding "add payment services" as an option under the Invoice Only permission will help to streamline this process for many companies.

  • Cheryl Chiang commented  ·   ·  Report

    hello this fucntion is super important. how do we record payment and give receipts efficiently without this function?