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1. Sales invoices - Flag an invoice as 'in dispute / query'

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

   We appreciate all the feedback received through this idea, everyone. Taking on board all your comments there are two sides of the fence when looking at flagging an invoice as 'in dispute' - Looking at the ability to flag a bill/supplier invoice as 'in dispute', versus the ability to flag a customer invoice as 'in dispute'.

   It'd be good to get understanding of the interest in each individually so we've started a new idea for bills that you can add your support for.

   But to give clarity, currently we do not have plans for developing a flag for bills, or sales invoices.

   For those looking for this feature in sales invoice although not specific to each invoice, you may be able to make use of Credit Limits - Find out more and explore how to set up a limit for your customers through Xero Central.

   We'll continue to track the interest for each of these areas moving forward and communicate any change for these ideas on each respectively. Thanks

   We appreciate all the feedback received through this idea, everyone. Taking on board all your comments there are two sides of the fence when looking at flagging an invoice as 'in dispute' - Looking at the ability to flag a bill/supplier invoice as 'in dispute', versus the ability to flag a customer invoice as 'in dispute'.

   It'd be good to get understanding of the interest in each individually so we've started a new idea for bills that you can add your support for.

   But to give clarity, currently we do not have plans for developing a flag for bills, or sales invoices.

   For those looking for this feature in sales invoice although not specific to each invoice, you may be able to make use of Credit Limits - Find out more and explore how to set up a limit for your customers through Xero Central.

   We'll continue to track… 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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