Bulk edit invoice add Online Payment
We have invoices sync over from our PSA/CRM system. As we provide managed services, once a month we submit invoices that need to be collected on direct debit. Currently we have to go in to each invoice, got to edit, select add Online Payment, select direct debit, then save and update invoice. Not only is this a waste of time, but also a risk we will miss some.
We are not able to set particular customer to Direct Debit payments as any project work or new devices are invoiced non-direct debit.
Please would you add the ability to bulk update Invoices with adding Online Payment type Direct Debit.
Andrew Mash
shared this idea
Hi Andrew, have you considered setting up an invoice template with the payment service you'd like to offer for these type of invoices? While you can do this on an invoice by invoice basis, it's also possible to set up an invoice template with this applied.
If you only want this for certain contacts you could also update their contact record so that branding is automatically selected when you create invoices for the contact. See our Xero Central article here 🙂
