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1. Invoice reminder - Show the list of those contacts that have reminders turned off

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   9 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, thanks for your on-going feedback through this idea.

   We appreciate wanting more visibility of which customers you are sending reminders to, and thank those that contributed to our earlier research.

   Right now, from the Sales Invoice Awaiting payment list there is a column for 'Reminders' where you'll be able to see if a contact has reminders turned off.

   We're also currently working on a new agent powered through JAX, that will help you get paid without all the chasing.

   You'll be able to tun this on for selected contacts, and JAX will build a personalised plan considering open invoices to follow up with the customers in the right way, at the right time.

   Being open, with the initial release there will not be a dedicated view to see which contacts this is turned on for, however product team are across the idea here for consideration in future improvements to this feature.

   I'll come back to share as this feature is released.

   Hi community, thanks for your on-going feedback through this idea.

   We appreciate wanting more visibility of which customers you are sending reminders to, and thank those that contributed to our earlier research.

   Right now, from the Sales Invoice Awaiting payment list there is a column for 'Reminders' where you'll be able to see if a contact has reminders turned off.

   We're also currently working on a new agent powered through JAX, that will help you get paid without all the chasing.

   You'll be able to tun this on for selected contacts, and JAX will build a personalised plan considering open invoices to follow up with the customers in the right way, at the right time.

   Being open, with the initial release there will not be a dedicated view to see which contacts this is turned on for, however product team are across the idea here for consideration in future… more

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   Anile Snelleksz commented  ·  06 January, 2023  ·  Edit…  ·  delete…

   To run a report showing customers that have invoices turned off would be extremely beneficial to our organisation. It is sooo time consuming to go through each customer to determine who is turned on or off. Please create this report as soon as possible

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   Anile Snelleksz supported this idea  ·  06 January, 2023