Invoicing - Overpayment symbol
In the 'Sales, Invoices' screen, when approving and emailing multiple invoices at a time, it would be really helpful if overpayments were indicated with a little symbol next to the customers names so that they can be easily applied before emailing. I entered this idea a couple of years ago but it was combined with a reconciling idea.
1
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Jo Carr
shared this idea
Hi! Did you know it's already possible to do this in Xero? In the Sales > Invoices screen, different types of credits each have their own symbol in the list:
- OP – Overpayment
- PP – Prepayment
- CR – Credit note
These codes show in the first (type) column next to each transaction, so you can quickly see what kind of credit it is at a glance.
😊
