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  1. Xero HQ - Document Packs automated reminders

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    7 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    under review  ·  AdminHannah G (Admin, Xero) responded

    Hi everyone, we’ve made an update to reminders so you can now send multiple reminders at once - you can find out more about it 👉 here. We are hoping that this will reduce the time spent sending reminders for document packs. 

    We aren’t ruling out automated reminders in future though, so give it a go and let us know your thoughts!

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    Helen King commented  · 

    Be able to send automatic notifications to clients to remind them to sign document packs after the initial manual reminder is sent.

    For example, when you've sent the initial reminder, you can set future reminders to go out automatically every 2,3,4 days or whatever you decide is best.

    Helen King supported this idea  ·