Settings and activity
23 results found
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256 votes
Hi team, as you may have noticed we've made a change to the Invoice Date and Due Date fields that now allows you to type in these fields rather than having to select a date from the calendar drop down. It does still require entering delimiters between day month and year such as a '.' or '/' (we understand there are a few situations when entering US date formats and are continuing to look into this).
We're working on also adding this functionality to the Payment date, and I'll keep you in the know of when this is made available, here.
Wojciech Dobkiewicz
supported this idea
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102 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.
An error occurred while saving the comment Wojciech Dobkiewicz
shared this idea
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605 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.
Wojciech Dobkiewicz
supported this idea
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Re: Kelly Munro
That is precisely what I idea is, as you mentioned above, to have the ability to copy the information from paid invoice to a credit note.
Our suppliers or customers (I mean both sales and purchases invoices) are often paid within days of issuing an invoices). On a few occasions goods are returned, no credit notes are issued by suppliers, or customers dispute their invoices, so it will be easier to copy details from paid invoices to credit notes rather than entering all details from scratch. That will save us a much time.
I think the perfect example is mentioned below by Natasha Hamlet:
"Completely agree with this. We have an e-commerce website where the invoice is paid on completion of the order, if we want to produce a credit note because an item is faulty or needs to be changed, this has to be then done from scratch rather than just using the information from the invoice. Its just an extra step that could cause errors that isnt required."