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  1. New Invoicing - Alert if the contact has available credit

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    10 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate all the feedback you've shared on how we can improve new invoicing for your needs.

    In relation to the alert of available credit as raised in this idea, we've identified there are a few situations for Invoice only users where the available credit pop up isn't being shown. This is something we have plans to fix, and while I can't give a specific date on the idea here, we want you to know this is important to us and I'll keep you updated on progress here.

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    Simply Housekeeping commented  · 

    After the updates recently I no longer get offered the option to apply credit to an invoice before emailing it. So I keep sending invoices to clients asking for payment when they actually have credit to be applied before sending them the invoice. Before the updates a box would always pop up asking if we wanted to apply credit before sending - can this be fixed? It's very frustrating.