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  1. Invoices - Show overpayment reference number on credit when applying to invoice

    6 votes

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    submitted  ·  1 comment  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Hana Le supported this idea  · 
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    Hana Le commented  · 

    I always get request from customers to send the credit note of their overpayments. However, there is no option and so I have to take extra steps through a suspense account. It will be much convenient to be able to convert overpayment to CN.

  2. Contacts - View unallocated Overpayment/Prepayment/Credit at a glance

    39 votes

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    submitted  ·  5 comments  ·  Contacts & files » Contact  ·  Admin →
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    Hana Le supported this idea  · 

  3. Invoice Reminders - Auto email Statements to customers

    652 votes

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    142 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, leaning into the new year our teams are deep in discovery and research of how we could best solves for the needs here.

    We'd like to invite you into this process to provide further input to our product teams discovery.

    If you'd be interested, register your interest with our team through this link - Your feedback would be invaluable to our teams. Thanks!

    I'll be back to share more again as this progresses.

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    Hana Le commented  · 

    But some customers do not want to receive statements. If the auto email can exclude the customers who are turned off for reminder would be great!

    Hana Le supported this idea  · 
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    Hana Le commented  · 

    We have 2000+ customers. This function will be a life saver.