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Statements - Attach outstanding invoices

It would be a time saver if copies of outstanding invoices were attached when emailing customer statements

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Paul Jackson shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

HI team, while it's not possible to include links to all outstanding invoices when sending a statement I did want to make sure you're aware of the option to include a link to Outstanding bills when emailing an invoice to customer. 

From this link your customer will be able to see a total and the individual invoices they have outstanding to pay with you - more on this here 

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  • Simon & Grace Bolton commented  ·   ·  Report

    STATEMENTS - when sending statements is would be extremely beneficial to be able to have the option to send invoices along with the statement. In Ascora (another program we use in our business) when you go to send statements there is a check box you can select to send the invoice/s with the statement and it has greatly reduced the follow up emails from our customers requesting the invoice/s that go with the statement. If Xero could have this option it would be amazing and save the problem of having to follow up for each individual customer that emails back requesting the invoice/s. Please look at this!!

  • Heather Mills commented  ·   ·  Report

    I'm in total agreement with Jane Powell's comment:
    'The option to send invoices again as PDFs by email as attachments when sending a customer statements of account at the same time (without having to do this manually.)'
    That's exactly what I'd like.

  • James Kray-Hall commented  ·   ·  Report

    This is a massive time saver and it will also stop customers having to ask for copies of invoices if we could send all at once so rather than just links just have the statement followed by the list of outstanding invoices this means in one email or one print out everything they need is in one go.

  • Jane Powell commented  ·   ·  Report

    The option to send invoices again as PDFs by email as attachments when sending a customer statements of account at the same time (without having to do this manually.)

  • Steve Harvey-Franklin commented  ·   ·  Report

    On an email template for statements, Include a placeholder link where customers can click that link to view their outstanding invoices. To save the customer requesting copy invoices and to save us having to find and send copy invoices

  • Ashley Head commented  ·   ·  Report

    It would be extremely useful if we had the option to include the outstanding invoices as an attachment when sending statements.

    When we send end of month statements we always have clients email us asking for a copy of the invoice as the statements don't give enough details.