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?
Trevor Rawlinson
supported this idea
·
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?