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  1. Invoice - Include the payment dates and payments made when sending invoices to clients.

    30 votes

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    We’ll send you updates on this idea

    submitted  ·  17 comments  ·  For small businesses » Business features  ·  Admin →
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    Mandy Jackson commented  · 

    Invoicing - Split the different items making up credit amounts on an invoice when emailing / printing the invoice for a customer. At this point, what you see on Xero does not pull into the actual invoice.

    Mandy Jackson supported this idea  · 

  2. Contact report / export - Including credit limits and terms

    116 votes

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    30 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thank you for the engagement on this idea. We’ve listened closely, and know that being able to export full customer credit information including credit limits and associated credit terms would be a highly beneficial feature for you all that've voted.

    As mentioned in our previous update the Aged Receivables Summary report does provide some of the information requested, however we understand that this may not fully meet all your needs.

    Our Product team has reviewed this idea and we're updating the status to ‘Accepted’. This is an idea we’d like to develop, but isn’t currently on the roadmap. Please continue to add your comments and votes and if anything changes, we’ll make sure to post an update here.

    Mandy Jackson supported this idea  ·