Settings and activity
5 results found
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367 votes
Hi community, thanks for sharing your continued interest here. We appreciate the importance of having assurance that mail you send from Xero is being received, and that being able to send from your own company email would increase confidence in this process.
I can confirm this idea has been continually reviewed by our product teams, and being able to send from your own company email is on their radar. Currently there are other priorities, and platform work that requires their attention, before they can consider this more deeply.
When there is opportunity to pick this up, I will share any news with you all here.
Benjamin Stanley
supported this idea
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540 votes
Hi community, we understand the appetite surrounding this idea and how automation of customer statements could have a big impact on your efficiency and free up a lot of precious time to do more valuable tasks. As noted in my last update this has been high on our product teams radar and we wanted to let you know that we're now looking into how we might leverage Invoice reminders as a means to solve for needs in this idea.
Very early in the teams discovery at this point, but we'll share further updates with you here.
An error occurred while saving the comment An error occurred while saving the comment Benjamin Stanley
commented
I guess that's where https://www.statey.app has come from. I'm currently paying the £8 monthly to send a PDF on 1st to each customer with an outstanding balance.
Still not quite what I need as some customers want a statement even if their balance is £0.
It needs to be inside Xero really so I can set it on a per account basis with some variables like
"Always send (even if balance is £0)"
"Send when there are 30+ day invoices"
"Send when there are 1+ day invoices"An error occurred while saving the comment Benjamin Stanley
commented
Also worth upvoting on this thread
https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44961106-invoice-reminders-auto-email-statements-to-custoAn error occurred while saving the comment Benjamin Stanley
commented
Yes this is true, and also when you look at
https://productideas.xero.com/forums/939198-for-small-businesses/filters/top
there are lots of things with 500+ votes.Of the options available in the Marketplace 'Statey' seems to be the most affordable. Any comments on Statey from folks here?
An error occurred while saving the comment Benjamin Stanley
commented
Zero response from Xero on this so far and 294 votes as well.
I wonder if this will ever happen 🤔
Benjamin Stanley
supported this idea
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631 votes
Hi team, wanting to provide an update to you here, we want you to know we understand the efficiency more users would like to have in being able to automate the creation of the Xero subscription invoice inside their Xero org.
To highlight from my last update for UK users this is possible with eInvoicing through the online invoice (My Bills page).
This is still something we're interested in developing in more regions however isn't planned in our roadmap just yet.
When resource opens up for us to be able to pick this work up we will share an update with you all on this here. Thanks for staying engaged and supporting in this idea.
An error occurred while saving the comment Benjamin Stanley
commented
Great to hear this is now available in the UK, I can't see a 'Receive Xero subscription bills as einvoices' option in my billing settings.
Can you give a bit more clarity on where this should be located please?
Benjamin Stanley
supported this idea
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100 votes
Hi community, I’d like to share the new Xero Central page for new invoicing that we noted was coming.
Along with updates to individual ideas on the site here, this page will become the one source for key feature rollouts including:
- what’s available in new invoicing right now,
- timelines for features and enhancements going live in new invoicing, as well as
- a comparison table between the classic and newer versions of invoicing.
We'll be updating this page regularly.
Remember, you can keep switching between the two products between now and September. Thanks
An error occurred while saving the comment Benjamin Stanley
commented
I agree
Benjamin Stanley
supported this idea
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633 votes
Hi everyone, we appreciate how automatically sending statements could improve cash flows, and save the manual efforts involved in this periodic task.
We recognise the importance of this functionality, and with a clear focus on decreasing the time it takes for our customers to receive payments, I’m pleased to share that this idea is now In discovery. 😊
While we can’t give any commitments to development yet, this is a good step in the right direction and we’ll be sure to update you on progress from the exploration here. Thanks!
Benjamin Stanley
supported this idea
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Interested to know what alternatives folks are exploring. Moving platforms feels like quite a big process which I guess Xero rely on to keep us stuck here.
I'm paying £8 for Statey.app but it's not quite what we need as some customers want fortnightly statements and that's on the £40 plan which would make Xero + Statey pretty much £100 monthly.