Settings and activity

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1. Contacts - Automatic Credit Hold/Stop

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   38 comments  ·  Contacts & files » Contact  ·  delete…  ·  Admin →
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   submitted  ·  AdminHannah G (Admin, Xero) responded

   Hey community,

   As some of you are aware, you can edit a contact and set a credit limit, and optionally block new invoices when the credit limit is reached in new invoicing.

   Understand that a few of you are asking for a feature to put a stop on a contact so they can’t be sent invoices regardless of what their credit limit is, as well as others who'd like to see this implemented on the supplier side.

   We'd like to confirm that this is not something we have plans to develop at this time. We're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here 👀

   If there's any change we will let you know on the thread. Thanks

   An error occurred while saving the comment
   Craig Wilson commented  ·  02 February, 2023  ·  Edit…  ·  delete…

   standard feature - if not auto then an easy one click near the overdue amount to do the same thing

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   Craig Wilson supported this idea  ·  02 February, 2023

2. Invoices - Add subtotals

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   342 votes

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   130 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, thank you for continuing to share your feedback on invoice subtotals.

   We know this is a feature many of you feel strongly about, and we genuinely appreciate the time you’ve taken to explain the impact on your workflows.

   While this idea has been closely considered by our product teams we want to be upfront that at this point we don't have any foreseeable plans for developing the ability to add subtotals in invoices.

   As previously shared current options that you may want to explore include;

   • adding a description only line for each section where you can reference and explain the subtotals for a section of lines (leaving the Qty & Price blank),
   • exporting the invoice as a PDF and editing it externally, or
   • exploring invoicing tools in the Xero App Store that offer more extensive services

   We know these aren’t ideal substitutes, but they may help bridge the gap depending on your needs. Though this has been moved to Not in pipeline we’ll continue to reassess this idea in future planning and voting for this idea remains open.

   If there's any change in position we'll post an update to share with you all, here.

   Hi everyone, thank you for continuing to share your feedback on invoice subtotals.

   We know this is a feature many of you feel strongly about, and we genuinely appreciate the time you’ve taken to explain the impact on your workflows.

   While this idea has been closely considered by our product teams we want to be upfront that at this point we don't have any foreseeable plans for developing the ability to add subtotals in invoices.

   As previously shared current options that you may want to explore include;

   • adding a description only line for each section where you can reference and explain the subtotals for a section of lines (leaving the Qty & Price blank),
   • exporting the invoice as a PDF and editing it externally, or
   • exploring invoicing tools in the Xero App Store that offer more extensive services

   We know these aren’t ideal substitutes, but they may help bridge the… more

   Craig Wilson supported this idea  ·  13 November, 2022