Invoices & quotes

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1. Invoice - Add confirmation popup when clicking Add Payment

   Idea for a warning pop-up message for when clients add payments to invoices
   (usually they haven't matched off by cent variance or something that has made it not match in the reconcile screen) Currently, its to easy for clients to add payment without realising they have also coded this, leading to double return of income/GST paid twice

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   0 comments  ·  Invoicing  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

   Hi Eden, thanks for sharing this suggestion. We understand why having a confirmation prompt on the “Add Payment” action could be helpful in preventing mistakes.

   At the moment, when a payment is entered on an invoice, it is recorded immediately once confirmed. If a selection is made in error, this can require reversing or correcting the transaction afterwards.

   One option in the meantime is to use the bank reconciliation screen with the Find & Match process, where transactions are matched directly against bank statement lines. This can help reduce the likelihood of accidental manual payment entries from within the invoice screen.

   I’ve updated the status of this post to Gaining Support so we can continue tracking interest and gathering more feedback from the community.