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  1. Contacts Overview - Overpayments and 'Pay bill in full option'

    3 votes

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    0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Ian Edwards supported this idea  · 

  2. Contacts - Automatic Credit Hold/Stop

    75 votes

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    35 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hey community,

    As some of you are aware, you can edit a contact and set a credit limit, and optionally block new invoices when the credit limit is reached in new invoicing.

    Understand that a few of you are asking for a feature to put a stop on a contact so they can’t be sent invoices regardless of what their credit limit is, as well as others who'd like to see this implemented on the supplier side.

    We'd like to confirm that this is not something we have plans to develop at this time. We're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here 👀

    If there's any change we will let you know on the thread. Thanks

    Ian Edwards supported this idea  · 

  3. Contacts - Permanently delete if no records

    134 votes

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    submitted  ·  62 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Ian Edwards supported this idea  · 

  4. Customer Statement - Automated statements for contacts

    466 votes

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

    Hi everyone, apologies we've not provided an update here before now. Over the past year there's been a lot of development throughout Sales, more centralised around the new invoicing experience. With the upgraded technology new invoicing is built on we've been able to begin developing the send experience, with improvements to customise and send invoices, and help you get paid faster.

    Being able to automate the send of customer statements is high on our product teams radar, however we want to be transparent that this isn't planned in the short term. As we continue to develop and uplift throughout the Sales experience this is definitely an area the team will draw closer attention to, however with lots of different projects on the go we aren't able to bring focus to this right now.

    I want to assure you we'll keep reviewing this idea, and will share as soon as there's…

    Ian Edwards supported this idea  · 

  5. Invoices: Repeating Invoices - Bulk Import/Export

    241 votes

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    submitted  ·  100 comments  ·  For small businesses » Business features  ·  Admin →
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    Ian Edwards commented  · 

    Every table type PAGE in Xero should be able to be exported and we should be able to sort by the column title. We cannot export Repeating invoices and we cannot sort by Repeats. this is a simple databse change for the sort by column and should be enabled for every column. Xero used to be brilliant, and then too many developers got their hands on it, rather than users.