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Invoicing - Create and print collection letter for outstanding invoices

Ability to create and print a collection letter for outstanding invoices.

Purpose: To make users can easily remind the customers that they still have outstanding invoices.

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
delivered  ·  AdminHannah G (Admin, Xero) responded  · 

Hi community, thought I’d pop in here to share that this is possible through the following steps:

  1. Create a separate DOCX branding theme which includes your letter of demand as a separate page in the Word template.
  2. Edit the relevant invoice that requires this letter, and switch it to this theme.
  3. Resend the invoice, and it’ll include the letter.
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  • Cathy O'Connor commented  ·   ·  Report

    I believe that if XERO provides the option to send invoices, email invoice payment reminders and Statements to clients then it should definitely include, if not an actual Letter of Demand, then at least a Blank Company LTR in the company 'docx. templates' which we could then customise to a LTR of Demand (or anything else for that matter) which would attach to an email which we could send to selected clients. As long as all pertinent accounting fields - such as total overdue amount etc and invoice numbers, dates and amounts could be bookmarked into the customised document template.
    Can you please keep me updated as to if, or when, this feature will be included? Thanks.