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  1. Contacts: Statements - Allow to be sent to Contact Groups

    240 votes

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    141 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, it’s great to hear the use our customers find in Contact groups on Xero. We can totally get wanting to enhance the use of contacts and bulk send statements to all members of a group at once.

    In lieu of this functionality right now, you could manually filter and select contacts from your list before sending statements.

    With sights set on helping our customers collect payments faster, we have a team that is looking at work in the reminders and statements space and sending to contact groups is being explored as part of this. For the time being we'll move this idea to In discovery and I'll keep you looped in on any progress that could help needs here.

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    Susana Maltaric commented  · 

    This is also very important to our organisation.

    Susana Maltaric supported this idea  · 

  2. Contacts: SMS reminders for invoices

    70 votes

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    34 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Susana Maltaric commented  · 

    I would like to participate in the pilot.

    Susana Maltaric supported this idea  · 

  3. Sales | Notification that invoice sent/not sent

    30 votes

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    8 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, while we intend to explore more controls of notifications long term I want to be upfront that we don't have any plans for changing the existing invoice notifications in the near term.

    There are also factors on the recipients email providers end that could make this notification difficult to provide with certainty.

    Right now, you'll see an event in the history of an invoice when an invoice is sent from Xero, and you could also choose to send a copy to self as a measure to ensure the invoice can be received in your own email inbox. If you'd prefer these not appear in your direct inbox you could set up a filter to route these to a folder.

    We appreciate the interest here but want to be honest and open with you here.

    Susana Maltaric supported this idea  ·