Settings and activity
3 results found
-
34 votes
Hi community, thanks for your on-going feedback through this idea.
We appreciate wanting more visibility of which customers you are sending reminders to, and thank those that contributed to our earlier research.
Right now, from the Sales Invoice Awaiting payment list there is a column for 'Reminders' where you'll be able to see if a contact has reminders turned off.
We're also currently working on a new agent powered through JAX, that will help you get paid without all the chasing.
You'll be able to tun this on for selected contacts, and JAX will build a personalised plan considering open invoices to follow up with the customers in the right way, at the right time.
Being open, with the initial release there will not be a dedicated view to see which contacts this is turned on for, however product team are across the idea here for consideration in future…
An error occurred while saving the comment 
Joanne Dunn
supported this idea
·
-
23 votes
Appreciate the meaning behind this idea to you all.
This is something we'd like to continue to track on the site here, however to upfront in order to generate the barcode there's work that'd need to be done on IRD's end to enable this.
We've reached out to engage them on this, but there is no immediate plans from our end, at this time.
Joanne Dunn
supported this idea
·
-
47 votesJoanne Dunn
shared this idea
·
It would be handy to be able to run a report showing a list of all the contact and whether their invoice reminders and turned on or off. Rather than having to open each contact to view