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  1. Sales Invoice - Auto allocate Overpayments based on Invoice date

    22 votes

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    submitted  ·  7 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Sandra Montoya commented  · 

    Why am I doing all the math for overpayments? When I apply a payment to a costumer I have to grab a calculator and figure out what gets paid and what gets put as an overpayment. This should be done internally to avoid any mistakes

    Sandra Montoya supported this idea  · 

  2. Invoices - Date columns for individual line items

    239 votes

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    137 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for continuing to share your feedback and explain how important it is to be able to add dates to individual line items on invoices.

    While this specific idea isn't directly in our pipeline at present, we're looking more broadly at how we may extend documents to better suit more of our customers' needs. We'll be taking this idea into close consideration as part of that work.

    For now, as noted in my last update the best option to accommodate this in lieu of a direct field is to add the detail to the Description field of the line.

    If there's any progress, we'll be sure to let you all know here.

    Sandra Montoya supported this idea  ·