Customer Statements - Add a Pay Now link
Ability to add a Pay Now link to statements so customers can pay all outstanding bills via the statement they receive.
Purpose: To make it easier for customers to view and pay their outstanding bills and make a bulk payment for all at once.
Hi everyone, we wanted to return and give a little more information with the update of this idea's status.
Our product team are currently looking into the development of adding the Pay now button to Customer statements which would enable your customers to pay for multiple invoices at once.
Though it's early days at present we'll keep you updated of their progress, here.
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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. -
Greg Portelli commented
To add the pay now button to statements => this would be a fantastic feature where customers have the ability to click on the pay now button and select the invoices they are paying, or all outstanding invoices. This would dramatically improve cashflow for our firm and many of our clients.
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Nikki Velinsky commented
It does seem crazy that the system automatically sends out statements but then clients don't have the option to pay the full balance and have to pay the invoices individually. For an accounting system this must be one of the most basic functions that should be available?
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David Rose commented
So current workflow
Email statement, customer opens pdf, customer copies contents of pdf to email, customer emails requesting copies of invoices, we email invoices, customer opens them one by one to pay !!!
This is really a waste of everyone's time.We just want a link in the statement email where the customer can view all outstanding invoices and pay all of them or a subset, in one click
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Will Roig commented
I need a pay now button my my customer statements
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Ilze Ferreira commented
Please can you just add the online link when you send out statements. Would make life so much easier!
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Claire Perkins commented
Please consider adding a Pay Now link to Statements, whether Instant Pay direct to bank or Card payments or both! I believe this would be a very useful tool and quicker for us to be paid and would save admin time on both sides 😀. Thank you!
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Jolene Rosevear commented
I would consider a Pay Now link on the statements an essential feature for all professional businesses. A link on the statements to the invoices would also be nice but that might be asking a bit too much! Thanks
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Deborah Esquilant commented
A Pay Now link on the statements would save so much time, and increase payment turn around times. I constantly have to resend invoices so that clients have the link - it would be great to have this option on the statement to save time for everyone!! Can this please be added? Thanks!
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Rimon Saddek commented
Xero team please enable this feature. From a software development perspective, this is a feature that would take minutes to implement. Can I please ask why you are ignoring your customers and not enabling this feature?
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Marie August commented
I have many customers contacting me saying they can't pay directly from the Statements they receive. It's frustrating to say that Xero doesn't provide this option. Please can you add the Pay Now link onto Statements. Many thanks
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Alice McDonnell commented
I only just discovered that it isn't possible to insert a pay now button on statements when a client raised this query with me. Considering Xero is one of the most popular accounting softwares, I am both surprised and confused that it isn't possible yet. Would be great to see implemented!
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Matthew Baker commented
This would be a fantastic feature where statements can be sent to all customers, and they have the ability to click on a pay now button and select the invoices they are paying. This would dramatically improve cashflow for us and many of our clients. I can't believe this is not already in place, many of our clients have their customers pay on statement, not on individual invoices. Please get this one done asap.
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Kristie Evans commented
In the interest of reducing Accounts Receivable, the ability for a customer to pay outstanding invoices from the statement would be great for business!
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Jo Adams commented
I am shocked this isnt a simple toggle on feature.. A lot of customers pay monthly.
They would prefer to click pay now than do the EFT manually -
Duane Brown commented
We have customer accounts where a credit has been passed and therefore the outstanding balance is lower than the last invoice value.
The majority of our customers pay against statement as they have credit accounts and so I believe this feature would remove some friction in the payment process and increase collections. -
Rimon Saddek commented
I only just found out that it isn't possible to insert a pay now button on statements. Considering Xero is one of the most popular accounting software, I am both surprised and confused that it isn't possible yet. We have some customers that may have accrued over 20 invoices in one month and it would be much easier for them to pay all of them at once.
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Jose Perez commented
I do not why this is still not possible.
Cliets should be able to pay all balances at once -
Kristen Scheuber commented
The ability for a customer to open their statement and pay now is going to make receiving payment much quicker and it important for small businesses. This feature would need to have the ability to select multiple or all invoices to give customer the freedom to part or fully pay their account.
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Peter Sinal commented
This feature needs to be released asap - it would make our life so much easier! Please can you work on this guys