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Sales Invoices- Flag as 'in dispute / query'

Ability to flag an invoice or bill when it’s in dispute or query.

Purpose: To ensure users do not pay an invoice/bill when it is currently 'under query/dispute' in error.

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi community, we thank you for your feedback on the value of being able to flag a Sales invoice as in dispute. We know a clear way to mark these invoices would be helpful.

Similarly to our update for Supplier invoices there are a few options you may want to consider to currently highlight Sales invoices in this situation;

  1. Add a note to the invoice to serve as a clear internal reminder of the dispute.
  2. Utilise tracking categories: Creating a specific tracking category like "Disputed Invoices" can help you filter and report on these items.
  3. Update the reference to add a notation such as [reference number] - 'In dispute'

While we know these aren't perfect solutions, we hope these may help some in the conversation right now.

We appreciate your enthusiasm for this feature, and we want to be transparent about where it stands, and this is an idea that will continue to be reviewed as the team plan and prioritise their roadmap, so we make sure to share if there's any news around this to share.

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  • Mandy Ross commented  ·   ·  Report

    It would be great to have the ability to flag invoices or mark bills/invoices that are on hold and are under query.

  • Lucy Graham commented  ·   ·  Report

    Very important for Bills on payables side, not too bothered about Invoices on receivable side

  • Ben Linker commented  ·   ·  Report

    Yet another 'must have' that you assume is there, and only discover after committing to Xero.

  • Gillian Goode commented  ·   ·  Report

    Definitely need an on hold facility.
    cannot believe this hasn't been sorted yet

  • Michelle Greaves commented  ·   ·  Report

    This function is desperately needed as the invoice could be paid in error

  • Michelle Risdon commented  ·   ·  Report

    This function is seriously missing from Xero! I don't understand why this request is constantly being ignored!!!!

  • S F D commented  ·   ·  Report

    This is a basic function and I am astonished that Xero have failed to recognise its importance. It's vital for efficient business processing.

  • Evelyn Yeo commented  ·   ·  Report

    hope xero can look into this important and helpful function

  • Cassandra Johnson commented  ·   ·  Report

    This is a REALLY important function that XERO is missing - please introduce it ASAP :-) could not have said better than Louise below!

  • Clare Grain commented  ·   ·  Report

    i agree with the below comments, this seems to be the only way to not let invoices be chased by the auto reminder system and as such upset our customers if they have placed an invoice in query

  • Claire Coxhill commented  ·   ·  Report

    This is a pretty crucial function necessary on both the sales and purchase side.
    Please can you add this as soon as possible.

  • Louise Williamson commented  ·   ·  Report

    This is a REALLY important function that XERO is missing - please introduce it ASAP :-)

  • Sara Sherriff commented  ·   ·  Report

    Easier reconciliation to supplier statements, having a flagging system like green = ok to pay, red = in dispute, amber = ok to pay but not yet due. but also shows total liability, especially for VAT qtrs, if invoices need to be recharged interco etc. Currently we leave our invoices in dispute as drafts, this isn't ideal especially as one invoice is 90% approved and we need to make a part payment, however we mark the invoice as approved it could be paid in full in error.

  • Samantha Finch commented  ·   ·  Report

    Allows invoices that need only to be part paid to be put on hold until job has been finished and cleared by the site officer. The due date then does not have to be changed and sometimes we pay all invoices regardless of when due, so having a delayed due date will not help.

  • Steve Wheat commented  ·   ·  Report

    Would be very beneficial, would avoid invoices been paid in error and provide a clearer idea of current supplier liability

  • Bret De faria commented  ·   ·  Report

    Very beneficial, would avoid invoices been paid in error and having to go through additional processes.

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