Invoice Payments
in progress
Paul Lutkajtis
Capture invoice payments from your customers, directly through Factory.
Paul Lutkajtis
Merged in a post:
Ability to send reminder for overdue invoices (Xero)
U
Urban Seahorse
Factory doesnt mark invoices as sent in Xero so Xero doesnt send the overdue reminder. This is probably not ideal anyway as the Xero reminder will link to the Xero version of the invoice and confuse the customer with 2 different versions of the same invoice. Ideally it would be ideal to send the overdue reminder straight out of Factory.
Paul Lutkajtis
I love this idea Urban Seahorse. We'll take a look at what would be involved. I'm going to merge this with our Invoice Payments item, as we can include it in the scope for that.
Paul Lutkajtis
Merged in a post:
Sync Payment Status from Xero
L
Lotus pink Dormouse
Hey Team,
It would be really helpful if our sales team could see when an invoice has been marked as paid in Xero directly within Factory. Since the sales team doesn’t have access to Xero, they currently need to wait for the accounts team to confirm payments or click on the Xero link, which can cause delays.
Paul Lutkajtis
in progress
Paul Lutkajtis
Merged in a post:
Invoice Sent/Viewed Status
S
Stuart Wheatley
Would like a status within Factory that shows if the customer has been sent, and if the customer has viewed the sent invoice.
Paul Lutkajtis
Merged in a post:
Mark invoices as paid
C
Cathy Sparkes
Mark invoices as paid, and display any outstanding amount
Paul Lutkajtis
planned