Credit Control Notes from phone call / emails
Currently, Xero shows me a list of outstanding invoices, and I can click on each invoice to add a credit control note to that invoice. This note does not show in the notes section of the client. When I am asked about their payment pattern, I cannot see from the client notes how often I have contacted them and what their replies were.
I would like to add my credit control notes within that list, and them to show in the notes section of the client, not some attached to client, and some attached to a specific invoice.
I do not want to use another software to carry out this task.
Please help
Jacqueline Williams
shared this idea
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