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

    112 votes

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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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    Emma Lee commented  · 

    I often use this feature when reconciling - as most of our customers do not provide remittance, so if they have paid less than an invoice amount, I open said invoice in a new tab and check to see if they have credit available.

    Emma Lee supported this idea  ·