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3 results found

  1. Invoice Reminders - Increase # of reminders that can be set up

    41 votes

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    14 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks everyone, we appreciate you sharing how the five-reminder limit can be restrictive and result in more manual follows ups from your business.

    We’re pleased to update that this idea is moving forward as part of our Get paid without chasing work.

    As part of this development, JAX will create personalised follow-up plans based on each customer’s payment history, using the right channel, timing and tone to help get you paid.

    These multi-step plans go well beyond the current 5-reminder limit, with persistent chasing until payment.

    We’ll share more as this feature lands so you can begin to make use.

    Tom Smith supported this idea  · 

  2. Customer statements - Ability to auto email Statements to customers

    1,167 votes

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    338 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    We hear you team! Thank you for continuing to share back with us here, and a big thanks to those that registered interest and provided input to the teams earlier research.

    Right now, there's still some discovery going on around this functionality, but I want to assure you this is a feature our team are keen to develop.

    While the first round of research helped inform our team they want to dive deeper into some of the aspects surrounding this feature that'll help ensure we create a solution that'll best fit majority of businesses.

    We'd like to give provide the opportunity to everyone here to participate in this and if you can spare a few minutes, our team have prepared a few questions in this form 📝 that we'd love your feedback on.

    • 28 Aug 26 - we appreciate everyone who has contributed through the form. This is now closed …
    Tom Smith supported this idea  · 

  3. Contacts: Statements - Allow to be sent to Contact Groups

    262 votes

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    156 comments  ·  Contacts & files » Contact  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, it’s great to hear the use our customers find in Contact groups on Xero. We can totally get wanting to enhance the use of contacts and bulk send statements to all members of a group at once.

    In lieu of this functionality right now, you could manually filter and select contacts from your list before sending statements.

    With sights set on helping our customers collect payments faster, we have a team that is looking at work in the reminders and statements space and sending to contact groups is being explored as part of this. For the time being we'll move this idea to In discovery and I'll keep you looped in on any progress that could help needs here.

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    Tom Smith commented  · 

    Ability to send statements by filtering by contact group.

    Tom Smith supported this idea  ·