Settings and activity
4 results found
-
3 votes
An error occurred while saving the comment An error occurred while saving the comment 
Courtney Leslie
commented
Allow a customer to apply credit notes against invoices when paying via credit card online
Courtney Leslie
supported this idea
·
-
1,142 votes
Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback.
As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future.
We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on.
One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.…
An error occurred while saving the comment Courtney Leslie
commented
What Toni is suggesting below is exactly what we are looking for as well. If the address could be tied to the individual invoice rather than the client level, that would solve many of the issues we are having. As others noted, it causes issues when needing to resend the invoice and/or send invoice reminders if the invoice address is different from what's under the contact defaults.
Courtney Leslie
supported this idea
·
-
610 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
Courtney Leslie
supported this idea
·
-
253 votes
Appreciate the interest here, everyone. Being open this isn't something we have current plans for.
Thanks for noting the optional paths atm, Paula! Understand it's not the solution being asked here however for those that haven't already we'd recommend looking to connect Hubdoc to help automate the process. 🙂
Courtney Leslie
supported this idea
·
Hi yes, we use Stripe.