I have this issue also. With repeating invoices there is no way to apply the credit to the next invoice because no invoice exists yet.
There are two use-case situations where this is really important:
1. Customer notices the wrong total on the invoice before autopay:
As a result of this missing feature, the customer gets emailed an invoice for the full amount, and screams and shouts about the total because there is supposed to be a credit! And they have every right to get upset. Then I have to apply the credit to the newly-created invoice, and email it to the customer again.
Purpose: Saves excessive manual handling, avoids making customers upset.
2. Customer notices the wrong total on the invoice AFTER autopay:
As a result of this missing feature, the customer gets charged the full amount. They know they have a credit due, so apart from being a complete surprise, this could also damage their cashflow. One would expect the customer to be extremely angry at this point, and far more likely to unsubscribe. Then I have to process a refund, and maybe also deal with the loss of revenue from losing a customer.
Purpose: Saves excessive manual handling, saves angry customers, saves loss of income for your Xero users.
Please consider this feature. It may not affect everyone, but for those affected the impact can be damaging. It is more important than you realise!
App Factory
supported this idea
·
I have this issue also. With repeating invoices there is no way to apply the credit to the next invoice because no invoice exists yet.
There are two use-case situations where this is really important:
1. Customer notices the wrong total on the invoice before autopay:
As a result of this missing feature, the customer gets emailed an invoice for the full amount, and screams and shouts about the total because there is supposed to be a credit! And they have every right to get upset. Then I have to apply the credit to the newly-created invoice, and email it to the customer again.
Purpose: Saves excessive manual handling, avoids making customers upset.
2. Customer notices the wrong total on the invoice AFTER autopay:
As a result of this missing feature, the customer gets charged the full amount. They know they have a credit due, so apart from being a complete surprise, this could also damage their cashflow. One would expect the customer to be extremely angry at this point, and far more likely to unsubscribe. Then I have to process a refund, and maybe also deal with the loss of revenue from losing a customer.
Purpose: Saves excessive manual handling, saves angry customers, saves loss of income for your Xero users.
Please consider this feature. It may not affect everyone, but for those affected the impact can be damaging. It is more important than you realise!