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1. Customer Statements - Ageing (30, 60, 90days)

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   169 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everybody, coming across from the previous forums we know this idea has a lot of interest.

   There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.

   Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.

   • Once you've got it set up, save as Custom so you can easily access this format anytime
   • If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
   • Export the report to PDF, where you can send to customers from your email system outside of Xero

   We appreciate the one element missing is the ability to send from in Xero, but to be open and upfront we don't have direct plans for making this change within customer statements in the foreseeable future. Thanks

   Hi everybody, coming across from the previous forums we know this idea has a lot of interest.

   There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.

   Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.

   • Once you've got it set up, save as Custom so you can easily access this format anytime
   • If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
   • Export the report to PDF, where you can send to customers from your email system outside of Xero

   We appreciate… more

   An error occurred while saving the comment
   Katherine Louw commented  ·  17 November, 2023  ·  Edit…  ·  delete…

   It would be great if Xero showed the aging at the bottom of customer statements, especially overdue amounts and not just the balance due as it does currently

   Save Submitting...
   Katherine Louw supported this idea  ·  17 November, 2023

2. Invoice Reminders - Set up for a Contact group

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

   Hi team, we appreciate the interest and rationale for being able to set up invoice reminders for Contact groups.

   Being open at this stage we don't have plans for this, however as you may have heard we're currently building an agent with JAX that will help with getting paid without so much manual intervention.

   The way this will work is JAX will create a personalised plan for each customer you turn it on for. It will review open invoices and follow up your customer at the time, and through the medium that is most likely to drive payment.

   While not at a contact group level this may help with some of the needs in communicating with customers in different ways as needed here.

   I'll return to share once this is released.

   Katherine Louw shared this idea  ·  30 August, 2022