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3 results found

  1. Sales Invoices - Issue progress payments on invoices for project/instalment

    161 votes

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    submitted  ·  92 comments  ·  For small businesses » Business features  ·  Admin →
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    Helena Furiosi (Motlagh) commented  · 

    I would like to be able to invoice ONE TIME and select the option to pay the invoice in 3 instalments or whatever I choice and the breakdown.

    Then the customer can choose to either pay in full by the due date or pay in 2 or 3 payments on x y z dates. I would like them to be able to select the instalment option then be able to get reminders for other instalments of the same invoice on their set dates.

    Recurrent invoicing doesn’t work when you just want to offer an option to break down one specific invoice.

    Thank you.

    Helena Furiosi (Motlagh) supported this idea  · 

  2. Invoice - Bulk allocation of credit notes

    341 votes

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    submitted  ·  119 comments  ·  For small businesses » Business features  ·  Admin →
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    Helena Furiosi (Motlagh) commented  · 

    I agree with this. I find that when I do a "group invoice" and it goes to draft and I approve it just approves them and doesn't come up with any credits. It's only on single invoices. I then have to go back and do it manually. It wastes time. I also find overpayments hard to locate and allocate.

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    Helena Furiosi (Motlagh) commented  · 

    This would be greatly appreciated.

    Helena Furiosi (Motlagh) supported this idea  · 

  3. Batch payments - Ability to include credit notes

    738 votes

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    92 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product. 

    We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage. 

    As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…

    Helena Furiosi (Motlagh) supported this idea  ·