Bills - Manage bad debts
At the moment, you need to raise a credit note to write off a bad debt, which then records the bill as "paid". There needs to be an actual "write off" option so that the debts don't show up constantly in your reports, but they don't get recorded as paid.
AdminKelly Munro
(Community Manager, Xero)
shared this idea
Hi team, we appreciate the needs some customers have to be able to better manage and keep record of bills and bad debts related to these transactions.
This idea has been created off the back of this original idea so we can get a clear sense of interest in managing bad debts in Bills versus Sales invoices.
This isn't something we have planned at this point, but will continue to review this idea as the team plan their roadmaps. We will share if there are any updates around this.
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Craig Nicholas
commented
Clear lack of understanding here. When a bill or invoice is credited it should not be marked PAID, it is not PAID. It would be better if when credited the bill / invoice was marked with the status CREDITED. Equally if written off then this should be marked WRITTEN OFF not PAID or CREDITED. these are three separate process and should be recorded correctly.
We pay commission on invoices to consultants when the invoice is PAID. No commission is paid if credited. We have to check every invoice manually to see if the invoice is really Paid, Credited or W/Off.
Adding different statuses should be a very simple process, I have no idea why Xero haven't fixed this by now. I have been using Xero for over 10 years - waiting for this to be put right!!!!!!!!!! More chance of me retiring first.