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  1. Invoicing - Create a Credit Note from a Paid invoice

    37 votes

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    11 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thank you for the detail in the flows you have when trading that create the need in being able to create a credit note from a paid invoice in Xero.

    While this isn't a feature we have planned for development, it'll be good to keep tracking the interest from our community. We will share if there are any updates.

    Rudi Brits supported this idea  · 

  2. Contacts - Send invoices and statements through WhatsApp

    22 votes

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    8 comments  ·  Contacts & files » Contact  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing your interest in being able to send invoices via WhatsApp from Xero.

    While this isn't a direct feature available in Xero right now, an option right now for invoices is to use the Xero Accounting app where you can retrieve the link for the invoice to share this via another app on your device, like WhatsApp - we have help on this for iOS and Android in Xero Central.

    We're continuing to get a sense of the support for this feature through this idea but want to be open this isn't something we have plans for at this time.

    Rudi Brits supported this idea  · 

  3. Invoices - Protect/Lock invoices from alterations (in addition to Lock Dates)

    10 votes

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    2 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Rudi Brits supported this idea  · 
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    Rudi Brits commented  · 

    Allowing users with restricted access to edit any invoice, even after it has been submitted, emailed and paid, is a huge risk to security. It would be much safer to create a new invoice and credit the old one, at least this leaves a legitimate trail of evidence. I find it hard to believe that any other companies find this secure enough... Can you please escalate this matter and attempt to have this loophole repaired? I really think that I am not the only client who is concerned about this issue.

    This is a very big issue for the security for any company where someone with limited access can amend and change old invoices.
    What is the purpose then to give someone limited access, if they could just change an invoice without permission after the fact?

    Please escalate this concern