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  1. Credit note - Ability to set an expiry date

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    1 comment  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Great to hear how you're currently using Xero with Credit Notes to manage this process for yourself, Joseph. I've slightly amended your idea for being able to set an expiry for a credit note as it's quite unlikely that we'll look to create a completely new feature for managing retainers. 

    Having a quick look at some of the other ideas raised in community, it looks like some people maybe using SimPro as a means to manage these, alternatively you could explore apps in the ecosystem that may meet your needs. 🙂

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    Joseph Crocker commented  · 

    That's fair enough! I've looked at a few apps but they all seem to want to do a bit too much, though perhaps I'll try one out in the future if I ever get a spare moment.

    Thanks for hearing me out!
    -Joseph

    Joseph Crocker shared this idea  ·