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1. Statements - Attach outstanding invoices

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   5 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   HI team, while it's not possible to include links to all outstanding invoices when sending a statement I did want to make sure you're aware of the option to include a link to Outstanding bills when emailing an invoice to customer. 

   From this link your customer will be able to see a total and the individual invoices they have outstanding to pay with you - more on this here 

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   Steve Harvey-Franklin commented  ·  18 January, 2023  ·  Edit…  ·  delete…

   On an email template for statements, Include a placeholder link where customers can click that link to view their outstanding invoices. To save the customer requesting copy invoices and to save us having to find and send copy invoices

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   Steve Harvey-Franklin supported this idea  ·  18 January, 2023

2. Customer Statements - Add a Pay Now link

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   137 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hey everyone, back again with some progress to share with you all here. Our product team have made good headway in this space over the past few months and we'll soon be at a stage where we'd like to invite users in for an early release!

   As a foundational step to enabling this feature, we're currently rolling out the ability for your customers to view statements online, so that they always have a real-time view of what's due and overdue. We're aiming to roll out a "Pay" button to statements later this year, so that your customers can then pay multiple outstanding invoices in one go.

   If you'd be interested in being a part of our early release, please fill out this form.✍️

   While we may not be able to invite everyone who signs up into the early release, I'll round back with more updates on this idea to confirm when we're opening the release wider.

   Hey everyone, back again with some progress to share with you all here. Our product team have made good headway in this space over the past few months and we'll soon be at a stage where we'd like to invite users in for an early release!

   As a foundational step to enabling this feature, we're currently rolling out the ability for your customers to view statements online, so that they always have a real-time view of what's due and overdue. We're aiming to roll out a "Pay" button to statements later this year, so that your customers can then pay multiple outstanding invoices in one go.

   If you'd be interested in being a part of our early release, please fill out this form.✍️

   While we may not be able to invite everyone who signs up into the early release, I'll round back with more updates on this idea to… more

   Steve Harvey-Franklin supported this idea  ·  18 January, 2023