Settings and activity
16 results found
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11 votes
Hi Sara, along with Credit Notes, there is also facilities for Overpayment and Prepayments. Would these commonly fit the scenarios in which you're describing here where large amounts of funds are transferred and perhaps a business overpays their invoices to the business through which a refund is then issued?
Bein quite a tied in feature to the payments model I want to be open that we don't have any immediate plans for changing this or adding a new type of transactions that would directly add refunds to an invoice.
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Steph Walsh
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52 votesSteph Walsh
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31 votes
Interesting idea - we'll continue tracking interest here. 🙂 In the meantime I did want to highlight how you can send multiple statements at once and may help some here.
While it's not possible to set a default for each contact, you can currently send statements to multiple users at once -
From your Contact lists either select all, or just the contacts you'd like, select the 3 menu dots in the top right of the page where you'll see an option to 'Send statements'.
- When clicked this will take you to the statements screen where you can further refine the lists of contacts you'd like to send a statement too
Steph Walsh
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156 votes
An error occurred while saving the comment Steph Walsh
commented
The whole customer statement section in Xero is very weak.
I have actually set up my own report in Accounting and export that.Steph Walsh
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145 votes
Thanks for your comments and emphasis on the bills side of things for the idea here. I've made sure this is shared with our team in this space.
Bills is an area we're continuing to develop with building on beautiful and I'll be sure to let you know here if there's any consideration made to change behaviour of this through the bills add and edit flow.
Steph Walsh
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225 votesSteph Walsh
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123 votesSteph Walsh
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84 votes
Hi everyone, it'd be good to know if there are there any specific reports that you'd find this particularly helpful in?
Steph Walsh
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99 votes
Hi Wojciech, if an invoice or bill has already been paid there is no amount left outstanding for the invoice. It sounds like you'd like the ability to easily copy the detail of an invoice to a credit note? I've slightly updated the title of your idea here, for this.
If this doesn't quite reflect it'd be great to get more detail of scenarios you'd in which your business receives a credit note for a completely paid invoice or bill.
Steph Walsh
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263 votesSteph Walsh
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276 votesSteph Walsh
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432 votes
Appreciate your input, everyone! We'll keep monitoring the interests on this idea, so keep voting and share your thoughts on how quote reminder can benefit your business.
Steph Walsh
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632 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
Steph Walsh
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1,019 votes
Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏
We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.
Right now there are no specific time frames available as to when this might be worked on, but…
Steph Walsh
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7 votes
An error occurred while saving the comment Steph Walsh
commented
We deal with a lot of cash invoicing. (Ebay/web etc)
We create an invoice and then mark it as paid straight away.
Then print it , then email it to the customer.Once the invoice is paid, please can you leave it on the invoice screen instead of closing it down and taking it back to Business Invoices section.
We have to click on it again to open it up to print it and email it. Should be an easy fix in Classic invoicing.
I do not use the "new invoicing" screen as it is not set up for manually entering 30+ invoices a day, takes too long (have to use the mouse too much)
Thanks
Steph Walsh
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35 votes
An error occurred while saving the comment Steph Walsh
commented
I agree!
I enter invoices and payments at the same time. I find it frustrating, when you have entered a payment, it takes you out of the invoicing screen completely and you have to enter it again to print the invoice and email it.I'm guessing this is an easy fix.
Steph Walsh
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We have Ebay sales where we have to issue credit notes for refunds of £10 or £11. Its a real pain to send a separate credit note then enter a seperate refund and it is not linked in anyway to the original invoice