Customer Statement - Option to add a payment link
Some of our customers pay on statement so it would be good if we could have a pay link on the statements for them to pay the full statement value and Xero allocate it against all the invoices on that statement.
steven sousa commented
we have been asking for this and many other basic features for years.
They will never implement it. It only benefits business owners, trying to run and streamline their business. Xero's main client base are tax agents/firms. They dont need these features so they arnt going to waste their time implementing it.
Xero, no matter how they advertise themselves are not for someone running a small business/sole trader. If you do choose to use Xero for your accounting, find another app in the front end to do your day to day invoicing and client communication, take payment. Once transaction is done and finalised, push it to Xero for reconcile and thats it.
Paul Kelly commented
Payment link on statements would be a very good feature. Crazy that when you send an invoice they have a payment link but not when you send a statement
Lenha Huynh commented
Great suggestion, it would definitely make invoice payments more efficient and our business more professional.
It has been embarrassing to inform our customers that we cannot make one payment for all their invoices via credit card payment. Very unprofessional.
Kevin Hickey commented
We would like the statement to list invoice numbers and the client can select the ones they are wishing to pay in one lump sum. They will then see any outstanding balance & invoices.
This feature should be introduced.
Katrina Houlbrook commented
This would be great if Xero could get this feature organised. We have many customers who order several invoices throughout the month so a link on the statement would be very helpful.
Roxanne Gallienne commented
This feature would be so helpful to customers who pay on statement that have multiple invoices throughout the month.
Nikki Velinsky commented
This seems really obvious. We send out statements to clients with three or 4 invoices on and they have to then find the invoice to pay them individually. Please add a pay link to the statement for bulk payments.
Rob Allan commented
We have customers who will end up with a number of invoices to be paid and would like to be able to pay them with a single transaction, rather than have to find the invoices and pay each one individually.
By putting a payment link for the outstanding total on the statement generated this would be a much better process than to have to go to Square and create a custom transaction that we then have to match in Xero.