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12 votes
Thanks for engaging and voting for this idea, everyone. Our product team have been thinking about how they might help alleviate the pain of identifying duplicate bills in Xero. We're at the point where we'd like to get some feedback on their designs and would like to offer the ability to share back with us.
✍️If you'd be interested in participating in concept testing of this feature please fill in this short form
We may not be able to contact or schedule everyone who registers their interest, however we'll return to share outcomes, and any updates with you here. 😊
Kit Ying Lee
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3 votesKit Ying Lee
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11 votes
Hi team, while not a 'default' option for this within Xero, you could achieve this using a Custom DOCX branding theme, with an advanced invoice template.
With the template open in Microsoft Word, you can add the ContactPhysicalAddress merge field where you want their Delivery Address to appear.
You can add your logo and make any other changes you'd like, before saving the file and uploading it back into your branding theme in Xero.
You'll then want to select this custom branding theme for your invoices.
Kit Ying Lee
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18 votesKit Ying Lee
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5 votesKit Ying Lee
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5 votesKit Ying Lee
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4 votesKit Ying Lee
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7 votes
Thanks for your feedback here. Currently when you create a credit note/overpayment the balance is reflected in the contacts record. This shows as a negative value in the list of the customer's invoices.
With new invoicing, if you create an invoice for a contact that has outstanding credit, you'll be asked if you'd like to allocate this credit once the invoice has been approved. You'll also see the available credit and option to apply each time you view an approved invoice.
While it's not possible to allocate credit from one contact to another you could edit an existing credit note to change the contact without having to recreate it from scratch.
Kit Ying Lee
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6 votesKit Ying Lee
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6 votesKit Ying Lee
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6 votesKit Ying Lee
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6 votesKit Ying Lee
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7 votes
Thanks for the feedback, Amy. If you're not receiving the prompt as shown in my image I'd recommend raising a case with our Xero Support team where we can take a deeper look into why this isn't showing for you.
Kit Ying Lee
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4 votesKit Ying Lee
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4 votesKit Ying Lee
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356 votesKit Ying Lee
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3 votesKit Ying Lee
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8 votes
Appreciate where you're coming from with this idea, Kirsty.
Right now you could create a Contact Group, and have each related contact assigned to that contact group. Get what you're saying with the efficiency when having most of the same details - for now perhaps importing via csv would help create these in less time.
We also have an idea for the ability to copy a contact, and another for contact group statements that you might like to join and follow.
We'll start to get a feel of the interest for this type of feature here, and I'll let you know if there's any change planned.
Kit Ying Lee
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7 votesKit Ying Lee
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8 votesKit Ying Lee
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