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Overpayments - Email/Print

Ability to email and print overpayment receipts from Xero.

Purpose: Some accountants need to print and email overpayment receipts from Xero, and having this feature will make their work easier.

116 votes

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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  • Mags Eliades commented  ·   ·  Report

    Critical - Customers and Clients ask for a copy of an Overpayment and we can not provide it. It then looks like the system we choose to use is inferior.

  • Sally Stubbs commented  ·   ·  Report

    Fault on new contact page - when an invoice is paid using an overpayment is show £0 in the amount paid column! If an invoice is ONLY paid with an overpayment it therefore shows £0 paid £0 due. It should show the full amount paid by any payment method.

  • Stuart Lockley commented  ·   ·  Report

    why on earth doesn't this system work with over payments and credits, it so easy in other software apps. i cant email the over payment either, it voids the point of usinf xero - far too many steps.

  • Pam Dalby commented  ·   ·  Report

    I think it is imperative that we send a receipt for customer's overpayments. Xero get onto this asap please

  • Alla Neal commented  ·   ·  Report

    I couldn't believe that you can't print out an overpayment :(

  • Helen Simmonds commented  ·   ·  Report

    I need to send payment receipts to customers which include any overpayment they have made - we deal with international currencies which means this happens often. Being able to send a receipt in the normal way would make a big difference to me. I currently have to let them know by email, which isn't ideal.

  • Daniyal Khan commented  ·   ·  Report

    We need to have it in pdf form so that it can act as a credit note.

  • Jackie Thomas commented  ·   ·  Report

    I can't even print or email the main payment if an overpayment has been recorded.

  • Annisa Novialita commented  ·   ·  Report

    The specific amount will not misunderstood by customers.
    Rather than sending SoA, sometimes there's more information beside overpayment.
    Sending over payment will make our life easier than sending SoA to customers.

  • Jaleana Gray commented  ·   ·  Report

    I couldn't believe that you can't print out an over payment this is vital!

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