Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. New Invoicing - Alert if the contact has available credit

    112 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    10 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate all the feedback you've shared on how we can improve new invoicing for your needs.

    In relation to the alert of available credit as raised in this idea, we've identified there are a few situations for Invoice only users where the available credit pop up isn't being shown. This is something we have plans to fix, and while I can't give a specific date on the idea here, we want you to know this is important to us and I'll keep you updated on progress here.

    An error occurred while saving the comment
    Colleen Van de Laar commented  · 

    Absolutely agree with this! This was a key feature and essential for my bulk invoicing - I desperately need this feature back as both myself and the people I am invoicing are getting frustrated with missing applying credit notes.

    I often invoice 60-80 players in quick succession - It is an absolute mission to have to manually check every invoice for credit before I can email it out.

    Colleen Van de Laar supported this idea  ·