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  1. Customer Statement - Total payments

    42 votes

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    submitted  ·  15 comments  ·  Invoices & quotes » Payment services  ·  Admin →
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    Anna Clarke commented  · 

    This is critical to one on my clients and I think a very important feature that needs to be rolled out as a priority

    Anna Clarke shared this idea  · 

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

    264 votes

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    160 comments  ·  Contacts & documents » Contact  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for continuing to share how much time this workflow can take.

    Right now, we're building an agent that'll sit within JAX and help you get paid without the need to manually chase your customers, which may help address some of the need for more efficient follow-up and statement management.

    Initially, you won’t be able to turn this on for an entire contact group at once. You'll be able to enable it for each individual contact within a group, and JAX will do the handy work of designing a personalised plan to follow up with each one. For some this may be a consolidated statement.

    We recognise this doesn't cover every part of the original idea here, including sending statements to a whole contact group in one action. We’ll keep these gaps in consideration for future improvements and will share another update once the JAX agent is…

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    Anna Clarke commented  · 

    We need to distnguish between emailing customer statements and printing them. Super manual process at the moment which is really time consuming so if this could be rolled out ASAP that would be beneficial to a few of my clients

    Anna Clarke supported this idea  ·