Settings and activity
4 results found
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95 votes
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Judith Muenster
supported this idea
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102 votes
Hi Wojciech, if an invoice or bill has already been paid there is no amount left outstanding for the invoice. It sounds like you'd like the ability to easily copy the detail of an invoice to a credit note? I've slightly updated the title of your idea here, for this.
If this doesn't quite reflect it'd be great to get more detail of scenarios you'd in which your business receives a credit note for a completely paid invoice or bill.
An error occurred while saving the comment Judith Muenster
commented
Absolutely should be an option to copy the bill to a credit note. On occasion, a bill can be paid when it should not have been. Or a new bill comes out with differing amounts. We should have an easy option to create a credit from that original bill.
Judith Muenster
supported this idea
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43 votesJudith Muenster
supported this idea
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1,082 votes
We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.
I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product…
Judith Muenster
supported this idea
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Please add more placeholder options. At the very least we should be able to add today's date to the recurring invoice.
This is important for rent or items billed for weekly dates.