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  1. Contacts - Add customer's invoice payments to Contacts

    52 votes

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    8 comments  ·  Contacts & files » Contact  ·  Admin →
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    Accepted  ·  AdminKelly Middleton (Admin, Xero) responded

    Hi everyone, thanks for your feedback on this idea. We appreciate you sharing how useful it would be to see the details of the payments on the Contact activity page.

    The product team have reviewed this and it's something they would like to explore, though it isn't currently on the roadmap. This idea remains open for votes and comments, so please continue sharing your experiences here as your input helps us understand how this feature could support your workflows.


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    Melanie Meath commented  · 

    I shouldn't have to create a report every time i want to see the "activity" on an account. It was perfectly fine before the changes. In the new format,
    If an invoice has been paid by overpayment or credit, it now shows the invoice amount as 0.00. This seems a bit counterintuitive for an accounts program! We should be able to see the amount of the invoices and overpayment regardless if they are outstanding or not.
    We receive invoices in foreign currency so all our payments are entered as overpayments and then applied to the invoices.
    At least add a column that states the original transaction amount. While I'm at it, it is not as pleasing to look at now either. I'm all for changes that are beneficial, this change is not.

    Melanie Meath supported this idea  ·