Settings and activity
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42 votes
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.
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Malcolm Elliot
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1,114 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…
Malcolm Elliot
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Malcolm Elliot
commented
In addition to adding a % interest, the functionality should have a flat late payment fee e.g. £20, no matter the size of the invoice. As per Samuel Basnett's comment this is pretty standard setting in other accounting programmes. @Xero team, please prioritise this, as late payments are getting worse and worse over the past 6 months.
It would be helpful if Invoice reminders could be turned off and on in bulk
Yes setting up a group would be good, however it would be useful if this could be achieved in different ways e.g. by being able to go to the contact screen, select customers, and view all customers on one page (rather than the current limit of 200 to a page) => because selections do not carry over if you move from one page to the next.