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API Overpayments & Prepayments

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    xeroAdminxero (Admin, Xero) shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
    daviddavid shared a merged idea: Creating unallocated payments  ·   · 
    started  ·  xeroAdminxero (Admin, Xero) responded  · 

    The BankTransactions endpoint now supports creating overpayments and prepayments – see http://developer.xero.com/documentation/api/banktransactions/#title7

    Note – The ability to allocate an over/payment to an invoice will be supported in a future release. This request will be kept open until this task is finished.

    The Invoices endpoint will also be improved in a future release to make it easier to identify when an over/prepayment is applied to an invoice.

    If you can now do what you need with over/prepayments, consider moving your vote(s) to another request.

    29 comments

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      • Julia StarkJulia Stark commented  ·   ·  Flag as inappropriate

        Per David,
        This needs to be looked at. Desperately required piece of functionality. Clients and staff make errors and this needs to work smoothly and ACCURATELY. If a client makes an error, staff need to create the prepayment and not exacerbate the error. 98% of the time a bank transfer will apply only to the one client. It makes sense to have this automatically allocate as an overpayment to that client unless told otherwise. Similar to the "split" button perhaps, there should be an "over allocate"/"overs" button.

      • David MastersDavid Masters commented  ·   ·  Flag as inappropriate

        I think an update on this topic is long overdue.

        Could someone from Xero please provide an update as to when this piece of functionality will be finished.

        We desperately need the ability to allocate overpayments to invoices via the API; and conversely get them via the API.

        Please Xero, provide some feedback and indications as to when this will be offered, it;s been 10 months since you last provided an update.

      • Anonymous commented  ·   ·  Flag as inappropriate

        Really need to be able to allocate overpayments to invoices.

        This is a massive shortcoming and limiting us in recommended your system to our e-commerce customers.

        - in the API and .NET wrapper please.

      • Anonymous commented  ·   ·  Flag as inappropriate

        Really need to be able to allocate overpayments to invoices.

        This is a massive shortcoming and limiting us in recommended your system to our e-commerce customers.

      • LorelleLorelle commented  ·   ·  Flag as inappropriate

        Could you please update the status of this issue?
        The comment thread seems to begin a very long time ago and as yet it is still to be completed?

      • Andy HuntAndy Hunt commented  ·   ·  Flag as inappropriate

        Any update on when it will be possible to allocate overpayments to invoices via the API?

      • Anonymous commented  ·   ·  Flag as inappropriate

        desperately need the feature of allocating pre-payments..... in the .net wrapper library would be a huge help also
        Many thanks
        Marcus

      • MartinMartin commented  ·   ·  Flag as inappropriate

        Thanks let us know when this will be implemented - don't know how this is not enabled.

        What if a customer wants to settle bulk invoices with one payment?

      • John MaceyJohn Macey commented  ·   ·  Flag as inappropriate

        This functionality is definitely required. Occassionally it is necessary to post an overpayment made by an account customer. Pre payments are part of the hospitality industry for functions and accommodation.

      • Anonymous commented  ·   ·  Flag as inappropriate

        Can we do payment for a customer who does not have an invoice yet?
        And once the invoice is created, apply the above payment to this invoice.

        Is this possible from the API?

      • Ali Ali commented  ·   ·  Flag as inappropriate

        We want a comment from Xero on what is holding this up, as this was suggested by xero admin in the first place!!

      • Jayd LawrenceJayd Lawrence commented  ·   ·  Flag as inappropriate

        Also, when adding an invoice, you could use Prepayment tags and specify invoice_id of the prepayment item, and the amount of credit to use from that prepayment, or an option to use all available prepayment credit up to the amount of the current invoice.

      • Jayd LawrenceJayd Lawrence commented  ·   ·  Flag as inappropriate

        We really need Prepayments to work using the API.
        We are looking at other Accounting Software solutions, just because of this feature.

        As far as how the API might work.

        You can make it work exactly like the Payments just with a contact id field.

        The invoice number passed would be the one used for the new prepayment entry, the contact would be the one applied to and then the other fields that are in payments.

      • Mike RicksonMike Rickson commented  ·   ·  Flag as inappropriate

        We really need this ability too as we run a similar setup to Aaron Geiser.

        At the very least could the Overpayment appear in the same way that Payments and Credit Notes appear when GETing an invoice. At least then we have some way of knowing that the Overpayment exists.

      • Aaron GeiserAaron Geiser commented  ·   ·  Flag as inappropriate

        This one is becoming very important to me. I am currently accepting prepayments from my clients and this is the only part of the API that is missing from my current workflow.

        I am using WHMCS as a billing engine and synchronizing invoices, payments, and credits via a custom script. I want to be able to flag an invoice as a pre-payment and use the Xero API to automatically apply the invoice payment as such and disregard the actual invoice in WHMCS.

        Right now I have to manually void the prepayment invoice and then go in and manually record a prepayment - then reconcile the bank statement against the prepayment. It's pretty cumbersome.

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