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7 votes
Thanks for the detail, Darren. While you could create a prepayment for the initial bond I can see how this wouldn't show as you need for the customer on their statement. I'll slightly update the title of your idea here but want to be open that this isn't something we have plans for atm. You may also want to join and follow any updates for this idea that would help with your flow of work.
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Darren Clarke
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11 votes
Hi Amy, could you give a bit more detail on what this would help you do, or is there a specific format you'd be looking to download invoices in?
Currently, you can export invoices from Xero and would be able to filter these in exported CSV file, or can do a search to do this before exporting - More on this here
Darren Clarke
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22 votesDarren Clarke
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We invoice customers for a bond on a container plus the value of the contents. When the customer returns the containers, we credit the bond (negative amount on the invoice). On occassion, they may return a large amount of containers that causes the invoice for that month to be a credit in total. I have used other accounting systems that simply create a credit note for the remaining total. In Xero, I have to manually create a credit note and apply it to the account which is frustrating and time consuming and sometimes a little confusing for the customer who can't now see it on one invoice. It would make for a much more pleasurable experience and save a lot of time and hassle, let alone the possibility for further human error to have the invoice created, fully paid, and the remainder generate a credit note to be applied to the customer account, either past or future invoices.