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  1. Xero HQ - Warning when archiving client with active Xero organisation subscription

    20 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Karen Maiden commented  · 

    This would be very helpful

    Karen Maiden supported this idea  · 

  2. Credit Note - Allocate to different contact

    8 votes

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

    Thanks for your feedback here. Currently when you create a credit note/overpayment the balance is reflected in the contacts record. This shows as a negative value in the list of the customer's invoices.

    With new invoicing, if you create an invoice for a contact that has outstanding credit, you'll be asked if you'd like to allocate this credit once the invoice has been approved. You'll also see the available credit and option to apply each time you view an approved invoice. 

    While it's not possible to allocate credit from one contact to another you could edit an existing credit note to change the contact without having to recreate it from scratch. 

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    Karen Maiden commented  · 

    I think this is a great idea & it would be very helpful if these changes could be made possible.

    Karen Maiden supported this idea  ·