Invoicing - Don't show Pay Now on invoices for Direct Debit customers
'Pay Now' shouldn't be displayed on invoices where the customer already has a DD in place as it is confusing, could lead to duplicate payments and cause them to contact us to query whether there is a problem with their DD when they don't need to. Xero say this is because xero can't differentiate customers who already have a DD in place, but they can - there is a flag and this is visible in settings and therefore must be available to developers.
J Prescott
shared this idea
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Wendy Botham
commented
It would be very handy to be able to send statements to customers via the "group" option. That way customers with different terms or DD mandates in place can be addressed differently and allow a specifically worded email to be allocated to each group. Without an option like this, the process becomes very manual.
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J Prescott
commented
'Pay Now' shouldn't be displayed on invoices where the customer already has a DD in place as it is confusing, could lead to duplicate payments and cause them to contact us to query whether there is a problem with their DD when they don't need to.
1
Voted!