Settings and activity
4 results found
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588 votes
Hi everyone, thank you all for your support and engaging to let us know the importance and use you'd have in being able to receive bank feeds for Charities Aid Foundation(CAF) bank.
We're pleased to share that our provider Tink is building this at present and we're currently testing with a small group of users.
We appreciate your interest, and look forward to getting this in your hands soon. I'll be back to share more news as things progress. Thanks
Ed Scolding
supported this idea
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76 votes
Hi community, we appreciate your on-going support in this idea.
We wanted to confirm that sending invoices via SMS is now available in Australia, New Zealand, the UK and the US.
Sending invoice reminders via SMS isn't in our current roadmap, however we appreciate wanting consistency in sending methods and we're continuing to keep this in mind as we develop our invoice flows in Xero.
We'll move this idea to Accepted for the time being and be sure to share if there's any developments surrounding this to share with you all here.
Ed Scolding
supported this idea
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110 votes
Thanks for your continued input and contribution to this idea. We've now released an improved send experience for new invoicing, where you have a side by side view to give you full visibility of what's being sent. Encompassed in this is also the ability to CC and BCC others in the email😊.
For the time being this is limited to sending from the invoice itself and won't apply to Invoice Reminder emails. However, we are thinking ahead and will look to expand this capability in time. We'll keep you updated of any further progress of this here.
Ed Scolding
supported this idea
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63 votes
Hi everyone, thank you to all those that contributed to our teams discovery in this space.
We also really appreciate all that's been shared about why having a record of communications sent to your customers is important for your follow-up and record-keeping.
Coming off the back of our teams research we're in the process of releasing payment follow-ups, a new feature that helps merchants manage chasing overdue invoices.
We want to be upfront here that we don’t currently foresee adding an option to send yourself a copy when sending invoice reminders specifically.
That said, with more investment into the new payment follow-ups feature our team will consider how to give merchants visibility of the follow-ups sent through Payment follow-ups as a future improvement and your feedback here is valuable to this.
We appreciate everyone who's shared their experiences and helped us understand what visibility is needed when collecting payments.
Ed Scolding
supported this idea
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