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
·
-
1,269 votes
Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.
We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.
We appreciate your patience as we work through the complexities…
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
·
-
712 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
·
-
284 votes
Hi community, thank you to everyone who's shared and supported the ability to email credit notes to Xero.
We understand why you'd like to be able to automate the flow and entry of Credit Notes in Xero, however this isn't something we have plans of developing within Xero right now.
As mentioned in my last update it's possible to currently automate entry of Credit Notes in Xero, by publishing these through Hubdoc -You can find steps to connecting Hubdoc to your Xero organisation, or detail on publishing Credit notes, on Xero Central.
If there are any changes put in place for this, we'll let you know.
Courtney Leslie
supported this idea
·
Hi yes, we use Stripe.