Invoices with deposit - mark as sent to allow reminders to go out
The long awaited for deposit/part payment option on invoices is finally here however when you send these invoices, the system will not record them as "sent" which means reminders do not go out. Once the deposit is paid, if you resend the invoice, it still does not show as sent and no reminders go out. You have to remember to go back in to every invoice and manually tick the sent box at the top. Please can we have a system which allows reminders to be sent on invoices that were sent asking for a deposit.
Kirsty Scales
shared this idea
Thanks for highlighting this improvement, Kirsty. Having invoices with deposits automatically marked as Sent to trigger payment reminders could reduce the need for manual work.
We've updated the status to Gaining Support. Add your vote if this could help your workflow and let us know how you'd use it.
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Emma Glynn
commented
Same sort of thing but I need all invoices to be automatically marked as sent so reminders can go out, we invoice from an external invoicing system and so invoices are never sent from Xero and neither system has a setting for automatically mark as sent, I can't continually manually go and tick boxes on our invoices...alternatively please have an option to send reminders regardless if the invoice has been sent?