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Invoice Reminders - Ability to send manually

We need to be able to send reminder letters through Xero but as and when, and to all customers, not just those that have fallen overdue since turning on the function. We have just migrated and have to go through each account and send an email outside of Xero to chase these so therefore no audit trail. This seems a key feature which is missing and easy to implement.

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Emma Ellams shared this idea  ·   ·  Report…  ·  Admin →
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Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi team, we appreciate the continued support in this idea and added detail of the needs here.

Being transparent enabling the ability to manually send invoice reminders is not in our teams roadmap.

As noted in our last update in lieu of this feature an option is setting up a custom email template and manually sending invoices in bulk from the invoice list.

A new feature which we are in the process of releasing may also help some here - Payment follows ups powered by JAX is beginning to roll out to users. This will build out a customised plan for chasing invoices for Contacts you turn it on for. You'll also have the ability to pause or stop follow ups for contacts at any time.

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  • Erica McWhorter commented  ·   ·  Report

    It would be helpful in the future to have a button that Xero user can press to auto generate or send a reminder email on demand with a custom email. This would allow for reminders to be sent as needed using a custom template instead of requiring a recurring reminder for one offs or invoices that may have missed the invoicing cut off. The custom email would also allow for clarity around what is past due and why it is being requested in a way that aligns with the needs of the customer.

  • Jonathan Vince commented  ·   ·  Report

    Sending individual, personalised invoice reminders manually from within Xero would be very useful. We used this feature extensively in Quickbooks Online.

  • Jen Lewin commented  ·   ·  Report

    Any update here? Would be great (and surely common sense?!?) to be able to choose to who/when to send reminder emails to rather all or nothing.

  • shijo George commented  ·   ·  Report

    I would like to have an option in Xero to activate manual reminder template without enabling automatic reminders. This allows me, who to send and when to send depending on circumstances around each customer. I personally like to have an option "Send Reminder" when you open anyoverdue invoice. simple as that.

  • Flo Coulter commented  ·   ·  Report

    We have auto reminders on for invoices. One of our NEW customers didn't have an email address in the contact details. So a reminder wasn't sent.

    Sending a manual reminder would be great for these 1-off type issues.

  • Teresa Snell commented  ·   ·  Report

    This would be a very useful feature to have. We have a number of customers we don't normally send reminders to but occasionally an invoice gets overlooked so it would be great if we could just push a manual reminder through for an individual invoice when that happens.

  • Kellie Bauer-Simpson commented  ·   ·  Report

    You can track if and when you have sent a reminder in the notes, but it would be good to have a button to generate and send a generic reminder that comes from Xero, rather than having to chase-up personally outside Xero, as original poster suggests. We would use this regulallry also.

  • Gemma Sheed commented  ·   ·  Report

    This would be so helpful - once a client has decided reminders should be sent, this should relate to all prior invoices also.

  • Emma Ellams commented  ·   ·  Report

    Hi Kelly,

    Thank you. This is how we resolve the issue currently. However, we feel we then have to keep our own spreadsheet outside of Xero to ensure we keep track of what stage the reminders are at. For example, 1st reminders, 2nd reminder, final reminder etc. Is that something you may consider implementing in future?