Settings and activity
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12 votes
Debbie Hornsey
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4 votesDebbie Hornsey
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10 votesDebbie Hornsey
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97 votesDebbie Hornsey
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749 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
An error occurred while saving the comment Debbie Hornsey
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3 votesDebbie Hornsey
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135 votes
Hi everyone, thanks for your interests and sharing on the idea here. Being totally open, we don't have plans in the near term for any change that'd solve for the idea here. This may be something we consider down the line and will keep the idea here open to continue monitoring.
For the time being, we wanted to share a way you can remove links from the customer statement using a custom branding theme that you'd apply when sending a statement.
Once the new branding theme is created, you can select it when printing or sending the customer statement, and the invoice link will be removed.
Debbie Hornsey
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188 votes
An error occurred while saving the comment Debbie Hornsey
commented
This needs to be put in place to easily and quickly differentiate the posted versus emailed versus direct debit customers. We currently have a staff member that has to scroll through hundreds of customers each month and click each one in each group so that they get the correct type of statement. Contact groups is a good idea but only if we can make good use of them.
Debbie Hornsey
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42 votes
Hi Tina, just thinking in lieu of this feature atm - To help get a view of bills that don't have an assigned planned date you can click the Planned date header to sort all bills by planned date and this will also group all bills with no planned date. 🙂
Debbie Hornsey
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70 votes
An error occurred while saving the comment Debbie Hornsey
commented
A time function for repeat invoices would be very beneficial. We have quite a few repeat invoices and they seem to send in the middle of the night or small hours of the morning. We're getting complaints from customers about it who receive their emails on their phones and it wakes them up in the night. But they don't want to put their phones on silent in case they miss an emergency call in the night.
Debbie Hornsey
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The Feb24 Xero product update opens talking about the updates to help make you and your business more efficient. Except some of these updates are more about presentation such as a new sticky header and extra columns. Surely a function to calculate and add interest to late invoices would be more worthwhile efficiency for businesses.