Contacts - Ability to set alerts and reminders for credit control
Hi, I will be looking after the credit control activity of the organisation I recently joined. After looking at the portal, I think it would be useful to be able to create alerts for specific schools, for specific dates, reminding me I need to contact them on those days and be able to switch reminders, on or off, with the opportunity to select the dates (ex if invoice not paid by ... the reminders will switch back on automatically on on the date I set up). Do you think this functions can be implemented presuming it would be useful to other users other than only just me? Thank you
Samantha Petricca
shared this idea
Thanks for the suggestion, Samantha. There are a lot of different types of alerts and notifications that our customers would like to see Xero develop.
When you mention credit control I wanted to highlight Credit limits that can be set for a contact and may be of some use to you here.
There is also the ability to set Invoice Reminders for when invoices are overdue and you may want to set up for contacts.
We don't have other alerts or warnings planned at this stage but will begin to get a sense of the interest for your idea here.
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Joseph Simard
commented
Exactly Andre! Couldn't come soon enough.
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Andre Martins
commented
Would love to have the ability to track tasks and reminders (due date items) against customers and suppliers. It would be a great feature as all of the customer & supplier data is in Xero. At the moment I have to use a separate spreadsheet or app to track these.