Settings and activity
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1 vote
Hi Annette, we can see how having more ways to filter statement recipients could help businesses manage customer communications more efficiently.
The suggestion is to add a Credit Terms filter to the bulk Send Statements screen, making it easier to group customers based on their payment arrangements.
For now, you can use contact filters or reports to help identify customers with specific payment terms before sending statements. We’ll continue tracking this idea here so the community can share feedback and use cases to help shape future improvements.
Annette Larkin
shared this idea
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91 votes
Hey community,
As some of you are aware, you can edit a contact and set a credit limit, and optionally block new invoices when the credit limit is reached in new invoicing.
Understand that a few of you are asking for a feature to put a stop on a contact so they can’t be sent invoices regardless of what their credit limit is, as well as others who'd like to see this implemented on the supplier side.
We'd like to confirm that this is not something we have plans to develop at this time. We're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here 👀
If there's any change we will let you know on the thread. Thanks
Annette Larkin
supported this idea
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36 votesAnnette Larkin
supported this idea
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Xero is going backwards, new features they say but use more keystrokes. I agree with all the comments on here. This was a function, so why take it away?
Now they are blaming Microsoft for the issue due to last update. Microsoft is used widley around the world so wouldnt be in Xero's best interest to stay current. Their advice was to go back to previous version. Like 1 person operating on old version and rest on the latest. As we all know this causes issues if not on same release.
NOT happy Jan