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1. Sales Invoices- Flag as 'in dispute / query'

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   145 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we thank you for your feedback on the value of being able to flag a Sales invoice as in dispute. We know a clear way to mark these invoices would be helpful.

   Similarly to our update for Supplier invoices there are a few options you may want to consider to currently highlight Sales invoices in this situation;

   1. Add a note to the invoice to serve as a clear internal reminder of the dispute.
   2. Utilise tracking categories: Creating a specific tracking category like "Disputed Invoices" can help you filter and report on these items.
   3. Update the reference to add a notation such as [reference number] - 'In dispute'

   While we know these aren't perfect solutions, we hope these may help some in the conversation right now.

   We appreciate your enthusiasm for this feature, and we want to be transparent about where it stands, and this is an idea that will continue to be reviewed as the team plan and prioritise their roadmap, so we make sure to share if there's any news around this to share.

   Hi community, we thank you for your feedback on the value of being able to flag a Sales invoice as in dispute. We know a clear way to mark these invoices would be helpful.

   Similarly to our update for Supplier invoices there are a few options you may want to consider to currently highlight Sales invoices in this situation;

   1. Add a note to the invoice to serve as a clear internal reminder of the dispute.
   2. Utilise tracking categories: Creating a specific tracking category like "Disputed Invoices" can help you filter and report on these items.
   3. Update the reference to add a notation such as [reference number] - 'In dispute'

   While we know these aren't perfect solutions, we hope these may help some in the conversation right now.

   We appreciate your enthusiasm for this feature, and we want to be transparent about where it stands, and this is an idea that… more

   Trevor Rawlinson supported this idea  ·  09 February, 2023
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   Trevor Rawlinson commented  ·  09 February, 2023  ·  Edit…  ·  delete…

   I echo everyone's comments and want to see this as a function on Xero.

   I oversee Sales invoicing for our organisation and not being able to clearly flag an invoice as being in dispute/on hold is extremely frustrating.

   Our reminders are sent out to all customers with outstanding invoices (unless something has changed you either have to have reminders on for all customers or no customers at all). This means customers who dispute an invoice at the early stage get reminders to pay. This would be OK if these reminders clearly stated on them that the invoice is in dispute/on hold, but they do not.

   Also once a payment deadline is missed for a disputed/on hold invoice the amount owing gets added to the Overdue Invoices on the dashboard. This in itself in not necessarily an issue but, like with the aged receivables report, there no way of seeing clearly how much is a result of disputed invoices and the reasons. As already mentioned doing this in notes is just not viable and very time consuming having to go into each individual invoice to see if its status.

   It would be a simple fix and I just don't understand Xero's resistance to adding this feature. The whole point of the ideas forum is surely to listen to user feedback and use it to improve the functionality of the software?

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