Statements - Email template placeholder for Overdue Balance
Can we please have a 'placeholder' field for 'Overdue Balance' so that an email template may be created notifying the customer that their balance is '£x' of which '£y' is overdue?
Simon Bonelle
shared this idea
Hi, 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 it with their votes and comments.
In the meantime as you've likely noticed, there are placeholders for Statement Balance, Balance With Currency and Symbol, and Balance With Symbol that you might use in the email template.
-
Lisa Law-Byrne
commented
Regarding the recent updates within Xero, it has become apparent that the 'Statements - Email template placeholder for Overdue Balance' has now been activated.
However, there is no option to remove the Overdue Balance listed on accompanying email that is sent with the statement. Surely it should be the choice of the business to have (or not have) this included?
The overdue notice balance is listed in red lettering at the top of the email which looks rather aggressive - see screenshot from a statement that was unfortunately sent to one of our customers with the Overdue Amount listed. This has changed in a matter of days (the previous statement emailed to a customer a couple of days prior did not have this notice). The Overdue Balance does not show on the email template before you press the button to send the statement - it only appears once the statement has been sent.
Please change this as soon as possible - Our business relies on the more personable approach, especially with our trade customers. This could well have a damaging effect on our relationships with our customers. We need to be able to remove this option.
