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Invoicing: Set invoice reminders by invoice branding template

Ability to turn off invoice reminders based on the invoice branding template.

This would mean we can prevent invoice reminders being sent to customers who have payments scheduled via direct debit.

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Bee Hesketh shared this idea  ·   ·  Report…  ·  Admin →
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  • Anne-Marie Johnson commented  ·   ·  Report

    We don't have different branding but we have different types of invoices, for memberships, sponsorships, etc. The reminder emails for these various invoices need to be different because the penalty for non-payment of membership fees is suspension then cancellation of membership; this does not apply to late payments for reimbursement or sponsorship invoices, but the debtor still needs to be reminded to pay.

  • Bee Hesketh commented  ·   ·  Report

    This would be so beneficial for our business. It would help us actually get paid... Surely one of the most important features of accounting software?

  • Leandro Verzosa commented  ·   ·  Report

    Be able to create different invoice reminder/s settings for different branding themes.

  • Sarah Singleton commented  ·   ·  Report

    Invoice reminders sent dependent on brand of invoice would benefit our company - a certain client type are slow payers and have a small window to pay us - we would like them to receive an invoice reminder daily. But would not do this to our other customers who are good payers and receive different services.

  • Carolyn McIlvenny commented  ·   ·  Report

    Ditto on the multiple trading names comment below. This would be really helpful to our business.

  • Bee Hesketh commented  ·   ·  Report

    Any movement on this? This would be helpful to so many users. Especially those with direct debits for some clients.

  • John Watt commented  ·   ·  Report

    This would be incredibly helpful for us. We have both a consulting arm and a software arm to our business and with the software we want to send reminders quickly and highlight that access could be shut of, not an issue for consulting side of the business.
    being able to set up reminders based on the branding would be fantastic.

  • Terry Dover commented  ·   ·  Report

    This is critical when an organisation has multiple trading names. The invoices are sent from the trading name but currently, the reminders are sent from the Organisation Name which is confusing

  • Hew Colless commented  ·   ·  Report

    I've just discovered that this has been happening, when a client responded to an invoice reminder sent using the wrong branding theme! How embarrassing!

    I gather there is no way to set this per branding theme?

  • Louise Parrish commented  ·   ·  Report

    it would be great to be able to choose which branding would be applied to an invoice reminder, instead of xero just defaulting to the first one in the list