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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

    35 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

    555 votes

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    119 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your support on the idea, everyone. We thoroughly appreciate your participation, and letting us know where you'd like to see change across Xero.

    Customer statements, is an area of Xero that needs upgrades to it's technology in order to make ideas like this one here possible.

    Currently, while we have plans for modernising this space soon we cannot commit to any new developments for Statements until this work has been complete. Once this has been done I'll round back to the idea here when we can reset the objectives.

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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.