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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  ·  For small businesses » Business features  ·  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

    37 votes

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    submitted  ·  5 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Hana Le supported this idea  · 

  3. Invoice Reminders - Auto email Statements to customers

    638 votes

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    141 comments  ·  For small businesses » Business features  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate how automatically sending statements could improve cash flows, and save the manual efforts involved in this periodic task.

    We recognise the importance of this functionality, and with a clear focus on decreasing the time it takes for our customers to receive payments, I’m pleased to share that this idea is now In discovery. 😊

    While we can’t give any commitments to development yet, this is a good step in the right direction and we’ll be sure to update you on progress from the exploration here. Thanks!

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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.