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146 votes
Wayne Pharries
supported this idea
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94 votes
Hi Wojciech, if an invoice or bill has already been paid there is no amount left outstanding for the invoice. It sounds like you'd like the ability to easily copy the detail of an invoice to a credit note? I've slightly updated the title of your idea here, for this.
If this doesn't quite reflect it'd be great to get more detail of scenarios you'd in which your business receives a credit note for a completely paid invoice or bill.
An error occurred while saving the comment Wayne Pharries
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246 votesWayne Pharries
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401 votes
Appreciate your input, everyone! We'll keep monitoring the interests on this idea, so keep voting and share your thoughts on how quote reminder can benefit your business.
Wayne Pharries
supported this idea
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915 votes
Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏
We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.
Right now there are no specific time frames available as to when this might be worked on, but…
Wayne Pharries
supported this idea
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I issue and receive credit notes and because I am a wholesaler, I receive many bills per month from the same suppliers and send many bills to the same customers. I pay bills in batches and receive payments in batches. Neither my suppliers or customers allocate credit notes to specific invoices on batch statements or remittances. That is an internal thing on both ends. It is not unusual for me to receive or issue a credit note on an invoice that has been previously paid. When I receive a credit, it looks exactly like a bill, except with a credit balance. It REFERENCES the original invoice or in some case multiple invoices. I like the idea of being able to allocate the credits to the invoices in the system, but but would like to be able to show the credit notes in the same list as invoices that I’m paying, but with negative balances. This is much easier for accounts payable and receivable clerks to process. In addition, if I do receive a credit note for the exact amount of a bill before the bill is paid, and I allocate it, both the bill and the CN show to be paid but there is no report to show my supplier. Then I get a late notice for the bill, AND show an outstanding credit with the supplier.