Credit Notes - Show the invoices/bills the credit is allocated to
Automate the showing of which invoice or bill a credit note has been applied to.
I work across about 20 businesses who use XERO. All waste time when the customer or supplier allocates credit to a different source document to my client. A way to avoid this is to automate the display of which Invoice or Bill a CN has been applied to, in the email templates and attached PDF's.
XERO potentially currently works on the idea that a CN is applied to the Bill or Invoice the credit was derived from - but in practice this doesn't always work, as the bill or invoice may have already been paid.
Tony Pammer
shared this idea
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Kellie Warren
commented
It would be handy to have a feature where you can click on a credit note and not only see where it is allocated (this is already a feature) but you can generate a PDF directly from that screen to show the credit and each bill it is credited to. For example, we receive a large rebate from a supplier that is to be allocated to multiple bills - as the bills paid in full by the credit do not appear on remittance, it would be handy to generate a clean pdf from the selected credit screen to then download and forward to suppliers for correct allocation of payments on their end.
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Chase Herbert
commented
When I create and allocate a credit note, all is well.
On the newly approved credit note, down in the lower right hand corner, I can see which invoices the credit note has been fully or partially allocated to.However, when I then go to email it to a customer (or print it), the invoices to which the credit note has been allocated do not show up. This leads to confusion for my customer as to how/where to allocate the credit note in their system, as it is far from obvious (especially so on a partial).
Can you please change this behavior? So that the email/print form matches the webpage form, showing the invoice allocation.
Thanks.
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Zlat Masalkovski
commented
@Tony
Are you still facing issues with this?