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  1. Invoicing - Add Payment details on invoice screen

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    77 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate having the payment option directly on the invoice screen has been widely anticipated by everyone on this idea. I'm happy to share that this feature has just started rolling out to customers and will be with everyone in the next couple of weeks.

    When available you'll find this shows as a record payment section that sits beneath an Awaiting payment invoice on the page. I'll be back to confirm once this is fully rolled out.

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    Earl Mathieson commented  · 

    Hi, Just thought I would let you know that adding a payment before sending the invoice to the customer showing $0 balance in the NEW invoice template settings is terrible and you have to flick from one section to another. It was so much easier in the OLD invoice setup. For ecommerce businesses who are creating an invoice for an item already paid for it needs to be more user friendly. If it is annoying for me it will be for others as well. Any chance your team can take a look at sorting the issue? I have moved back to the old invoice system as its a lot easier to add that payment. Thanks.

    Earl Mathieson supported this idea  ·