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

    7 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

    42 votes

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    submitted  ·  6 comments  ·  Contacts & files » Contact  ·  Admin →
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    Hana Le supported this idea  · 

  3. Customer statements - Ability to auto email Statements to customers

    1,160 votes

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

    We hear you team! Thank you for continuing to share back with us here, and a big thanks to those that registered interest and provided input to the teams earlier research.

    Right now, there's still some discovery going on around this functionality, but I want to assure you this is a feature our team are keen to develop.

    While the first round of research helped inform our team they want to dive deeper into some of the aspects surrounding this feature that'll help ensure we create a solution that'll best fit majority of businesses.

    We'd like to give provide the opportunity to everyone here to participate in this and if you can spare a few minutes, our team have prepared a few questions in this form 📝 that we'd love your feedback on.

    We want to keep you updated as work progresses on this, and I'll be back to share…

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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.