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3 results found

  1. Contact defaults - Option to default to eInvoicing

    12 votes

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    submitted  ·  3 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Chloe Stokes supported this idea  · 

  2. Contact report / export - Including credit limits and terms

    100 votes

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    27 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, while there isn't a report that you can report 'terms' atm, you could run the Aged Receivables Summary report that'll provide all the other detail you're asking here.

    From Columns in the report you'll see the option to include Credit Limit as well as many of the contact details such as Email and Phone. If this is a report you'd want to access frequently, save it as Custom and maybe even favourite the report so you can easily access it.

    When you mention wanting to include 'terms' it'd be good to get more detail of your expectations in this would this be the terms and conditions of the theme applied to invoices for that contact, or perhaps billing information that you may have saved in notes for the contact? Thanks

    Chloe Stokes supported this idea  · 

  3. Credit control- Add 'Days Overdue' to Contacts

    80 votes

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    submitted  ·  8 comments  ·  For small businesses » Business features  ·  Admin →
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    Chloe Stokes commented  · 

    Such an important part of credit control - how accounting software developers have overlooked this is beyond me

    Chloe Stokes supported this idea  ·