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  1. Invoices - Option to include credit note PDF when emailing invoices

    4 votes

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    submitted  ·  1 comment  ·  For small businesses » Business features  ·  Admin →
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    Foram Rawal supported this idea  · 
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    Foram Rawal commented  · 

    It would be really great if we could please get an invoice lay out same as our xero invoice screen, it will be very useful for our cusotmer to understand the full invoice, if credit note number and amount is also mentioned in the invoice.

    Also if we could get the functionality to add credit note attached to same invoice email, it will help our cusotmer to understand easily.

    Kindest Regards

  2. GoCardless in Xero: Expand direct debit auto-match

    13 votes

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    submitted  ·  5 comments  ·  For small businesses » Business features  ·  Admin →
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    Foram Rawal commented  · 

    The ability to know which Direct debit mandate is the latest one among the many duplicate ones (for eg. have a time stamp or date or any indicator). If a customer's existing DD fails and they try to submit a new mandate but end up submitting it more than once, there should be a way in Xero for us to know which mandate was recently submitted so we can match the form accordingly, therefore avoiding errors with other duplicate submissions.

    You'd also like to suggest the ability to delete direct debit forms that are incorrect/no longer required. When the customers submit duplicate mandate forms or if there are forms that are no longer required or incorrect, there should be an ability to delete/archive them in Xero so as to avoid confusion.

    Foram Rawal supported this idea  ·