Invoices - Make invoice links available from invoice list
Quickly get invoice links from invoice list (instead of going into every individual invoice) to share in separate CRM so team can easily follow up outstanding invoices.
Emily Brown
shared this idea
Hi, thanks for sharing this idea about having invoice links available from the Sales overview/Invoices lists.
Now it's up to the community to get behind and support your idea. Make sure you share it with any colleagues that this could benefit, so they can add their votes anbd comments too!
-
Brian Hopkinson
commented
This would be hugely beneficial for the sporting organisations I’m involved with.
We have team managers who need to track player payments but, as volunteers, they don’t have access to our bank accounts or Xero. Being able to view outstanding amounts through the individual payment links is a useful workaround, but having to locate and copy each link individually adds unnecessary time to the process.
An export function that collates these links into a single report would make this process much more efficient, reduce manual administration, and allow team managers to track payments without needing access to sensitive financial systems.
Even the ability to access the payment links directly from the invoice list would be a suitable alternative, although an export function would be the preferred option.