Settings and activity
28 results found
-
3 votes
An error occurred while saving the comment 
Sally Stubbs
supported this idea
·
-
5 votesSally Stubbs
supported this idea
·
-
452 votesSally Stubbs
supported this idea
·
An error occurred while saving the comment Sally Stubbs
commented
I would use this feature - it would make credit control very helpful.... thinking about the 'other uses' - I have customers who pay by instalments on a direct debit or payment plan, or who have contacted us to say they will pay but we agree a delay for any reason (like waiting for a HMRC / tax / CIS refund) so I would like to mark invoices that are paused. Then I could use the automated reminders to chase invoices 'not - paused' so the functionality could extend from invoices in dispute to invoices on a payment plan / paused / etc . If WE use the tick box for PAUSE purposes, the effect could then be the same - an invoice we know about. An invoice that does not need chasing. It could therefore be a 'pause' feature for credit control, that would make the function very powerful. You could generate a report of invoices paused, see the total, instalments received and days overdue for example. That would help all purposes, dispute, on an agreed delay, or a payment plan, lay - by, direct debit etc... I presently have 463 of 900 unpaid invoices on a payment agreement or paused. To find those 463 in Xero I have to use a excel spreadsheet and filter them. To send reminders for the the other 437 overdue items I need to open each one individually and use an email template to chase. This puts the power of this function into perspective.
-
80 votes
An error occurred while saving the comment Sally Stubbs
commented
Agree - I have posted this topic too! See "Contact Update - Main Invoice tab - Invoice overdue days" Thank you for posting we may get it back if enough people comment and vote xx
Sally Stubbs
shared this idea
·
-
10 votesSally Stubbs
shared this idea
·
-
40 votes
An error occurred while saving the comment Sally Stubbs
commented
Most of my sales contacts pay in direct debit instalments (some in advance and some in arrears) so most contacts only have the 'invoices' tab as they do not make direct payments. On the invoices tab there is only amount paid / amount due - so if an invoice is part paid you cannot see how much the invoice is for anymore! A TOTAL invoice column is needed or you have to add up paid + due to get total!
Sally Stubbs
supported this idea
·
-
5 votesSally Stubbs
supported this idea
·
-
287 votesSally Stubbs
supported this idea
·
I have this issue too and I have raised this as an idea on a separate idea which has some votes too - YES VOTE CRITICAL!