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  1. Invoices - Warning for unapplied customer credit when batch approving invoices

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    1 comment  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Gaining Support  ·  AdminPaul Hodges (Admin, Xero) responded

    Thanks for sharing this idea about how bulk invoice approval could be improved for you.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit, so they can add their votes and comments about how they'd find this helpful too!

    Ryan Cameron supported this idea  · 
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    Ryan Cameron commented  · 

    This is one and only frustrating aspect of sending batches. Batches are there for a reason - to save a lot of time. It defeats the purpose if we must look at each individual customer to see if anyone has an outstanding credit.
    Xero can immediately identify and suggest applying a credit when we send one individual invoice, but because we typically send in batches, it doesn't, and this has lead to frustrated customers who know they are in credit and makes it look like we're not doing our job properly. If Xero can do it for one invoice, surely it can be easily done so it captures those invoices when sending a batch, or at least when going down the list of invoices to approve, that the customer has a flag on it to demonstrate they have some credit available to be applied.