Invoices - Customisable SMS templates
It would be great to customise the SMS message that is sent to customers and set up templates to ben used at different stages. E.g initial send versus reminder/follow up
AdminKelly Munro
(Community Manager, Xero)
shared this idea
Thanks for sharing this idea, and letting us know the changes that matter most for you.
Now, it's up to the community to get behind and support this idea. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve the sending of invoices etc from Xero.
-
Josh Hurrell
commented
100% Support the last couple of recent comments on this post. The feature would be great for us to send a copy of the invoice but also serve as a notification that the clients order is completed and ready. The current default message is really only a blunt request for payment and nothing more. Adding a custom message or at a minimum the clients name / invoice reference would make this so much more useable.
-
Jeremy Sumbad
commented
I was actually about to suggest the same thing, but didn't want to double up so thought I'd chuck my two cents into this thread instead. 😊One thing I'd add is that we deal with quite a few retirement villages, homecare clients, and residents directly. Some of our elderly clients don't have email, and sometimes invoices end up in their spam folder anyway.
Having the option to send a follow-up SMS is awesome but being able to customise the message would be even BETTER.
At the moment, the default SMS doesn't really give much context, so we do get clients asking if it's legit or thinking it might be a scam. Some won't click the link at all because they're not sure where it's coming from.
If we could add things like the client's name, invoice number, amount, or even a quick description of what the invoice is for, it would feel much more genuine and reassuring.
I reckon that would make a big difference, especially with our elderly clients. 🙏🙌
-
Lisa Fortescue
commented
Our business would love to use the send invoices VIA SMS feature more but we really enjoy the customization that sending an invoice VIA email has. We're a small, family-run business and strive to treat our customers with respect. The current default SMS is too terse for our use.
-
Rochelle Turner
commented
The SMS option is a fantastic addition. However, it would be even more useful if SMS templates could be customised, along with a simpler way to locate and select the specific invoice you want to send via SMS.
An even bigger improvement would be extending this functionality to statements.
Ideally, from the Statements to Send list, users could simply tick the clients they wish to SMS, send the messages in bulk, and optionally set an automatic follow‑up reminder text if payment is not received.
-
Kenya Glenn
commented
At a minimum the clients name, and some detail about the order should be added to the text vs a generic "Hi pay me" text
-
Melanie Olivant
commented
Great idea, but forced to use a payment service to use the feature doesn't work for us.
Would it be possible to have the feature without the payment service?
-
Maree Marchingo
commented
personalised text messages would be terrific and so would the ability to send off the list ...even though only 30 per day ...but opening every invoice that you want to send a text to is tedious ...can we have a check box in the list of all invoices ...please
-
Karen Wallis
commented
New SMS Invoice to customer feature. This is brilliant, but it needs the ability to amend the text by us the users. Current text message is too abrupt to use in our business.