Sales invoice - Separate status for when credit applied
In Xero a receivable invoice status is shown as paid whether it is actually paid or whether a credit note is applied to the invoice.
Can a new status be added to show when an invoice a credit note is applied, for example "Credited".
This will help identify actual payments received vs credit notes issued
Neil Phillips
shared this idea
-
Vicky Evans
commented
This was really annoying today. A customer had not paid an invoice. The invoice was dated in 2025. The only option was to raise a credit note to settle the invoice, as the invoice was in a locked period (Accountants have completed the year end). I could not void the invoice.
BUT this meant when the customer looked at their invoice link it shows as "PAID" on their screen. Which was definitely not the case.
They tried to argue this to enter our event, we asked for confirmation of payment which they could not produce. But it made it a difficult conversation for staff on the ground, when the customer could show them the "paid" invoice on-line. -
Ani Gordon
commented
This is just one of the very many reasons I hate Xero with a passion.
-
Pauline Bennett
commented
How hard can it be to show 'credited' rather than 'paid' once a credit note has been allocated to an invoice?
-
Clare Wilson
commented
Please can this be reviewed - it is really misleading when an invoice is marked as 'paid' - we use reports to work out sales commission, and have to double check if credits have been used to 'pay' an invoice.
If there could be a 'Credited' status, and perhaps a part-credit/part-paid one as well? -
Alison Weeks
commented
Yes please can invoices where a Credit Note has been applied not be shown as Paid.
-
Betty Soares
commented
Please can we get a new system code such that credit notes applied to Accounts Receivable are not marked as "Paid" but rather have their own code. When writing off an AR account or balance for non-payment through a credit note, these balances are getting marked off as "paid" even though they were never paid. A distinction between the two would be great.
-
Ani Gordon
commented
I was just about to post about exactly this. It makes it so confusing when looking through a customer account to see invoices as 'paid' when they've not been paid they've had to be credited!
-
Natalie Matthes
commented
I need to allocate a credit note to an invoice that has already been paid so that I can clearly see what the credit note applies to. However I seem to only be able to allocate a credit note to current invoices. I don't want to attach a credit note to an invoice that it isn't related to.