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3 results found

  1. Invoice reminders - Option to send copy to self

    It would be useful if copies of invoice reminders could be sent to myself, so we have evidence of the detail of the reminder that was sent.

    Also, if invoice reminders get a reply, such as the person no longer works at a company, if would be helpful if those responses could be directed to my email. Also would be useful if we could get Read receipts on them.

    62 votes

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    17 comments  ·  Invoicing  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thank you for engaging with us about how we could develop Invoice reminders so you can get more out of using this feature.

    We've begun some research to help develop the future of Invoice reminders. I'd like to share this form where you can sign up to be a part of this.

    Our team may reach out for input in surveys or direct interviews throughout the research, and you feedback would be very valuable in this.

  2. 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.

    29 votes

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    9 comments  ·  Invoicing  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate you raising the idea, Emma. To round back and confirm current functionality - If needing to send emails for invoices to multiple customers at once you could use the email feature from the contacts list view - See our Xero central article for detail on this. 

    If it's something you'd commonly do you may like this article in helping you set up email templates where you could create and save a custom template that you'd use when sending an overdue invoice. 

    It'd be good to hear if there is detail that this method doesn't help you resolve, that we can share back with our product team. 

  3. Sales Overview - Make Tickboxes available in the All tab

    Add the tick box in Sales Overview > Invoices > ALL tab

    We want to bulk upload all invoices for the week in 1 file regardless of the status (paid/unpaid). We couldn't at the moment because of the absence of the tick boxes in the ALL tab.

    7 votes

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    2 comments  ·  Invoicing  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Rounding back on your idea here, Abigail - It'd be good to get more understanding of your business flow and why you'd be wanting to create invoices of another status. For example is here a specific reason you'd like to import invoices that have already been paid for? Could these potentially be entered as Receive monies or is there a reason they need to be raised in Xero once they've already been paid? TIA 

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