Invoice Reminder - Templates to apply to specific customers
Invoice reminders are currently "all or nothing". I dont want to chase my good clients with automated messages from Xero becuse it upsets them but I do want some of my clients to have auto reminders about invoices about to become due and invoices overdue, those who generally are bad payers. In the same way we have email and invoice templates can we have invoice reminder templates and when we raise an invoice be prompted to apply a reminder template (or not). Or can the template for reminders be part of the customer financial details, in the way we can default which project tracking new invoices are assigned can we have an invoice reminder ie none, 3 days, 7 days etc
Robert Darrow
shared this idea
Hi community, thanks for supporting this idea and sharing how setting templates for customer invoice reminders would be useful for your business.
Right now, we're developing a new agent with JAX that will help with getting paid and building personalised plans for selected contacts to chase payments through the best medium at the right time.
To begin, messages will be personalised by JAX however giving users control over the messaging is something our teams will continue to consider as this feature develops.
I'll share if there are any updates on this here.