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

    20 votes

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    submitted  ·  10 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

    95 votes

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

    Hi everyone, while there isn't a report that you can report 'terms' atm, you could run the Aged Receivables Summary report that'll provide all the other detail you're asking here.

    From Columns in the report you'll see the option to include Credit Limit as well as many of the contact details such as Email and Phone. If this is a report you'd want to access frequently, save it as Custom and maybe even favourite the report so you can easily access it.

    When you mention wanting to include 'terms' it'd be good to get more detail of your expectations in this would this be the terms and conditions of the theme applied to invoices for that contact, or perhaps billing information that you may have saved in notes for the contact? Thanks

    Mandy Jackson supported this idea  ·