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3 results found

  1. Contacts - Ability to view contact payment method (e.g active DD form, payment plan, CC)

    31 votes

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    submitted  ·  13 comments  ·  Contacts & files » Contact  ·  Admin →
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    Greg Cunnington commented  · 

    This is a must.

    If a customer has a DD mandate attached to them I should be able to see this from the actual customer page, not have to follow a unintuitive 6 stage process to find out.

    Greg Cunnington supported this idea  · 

  2. Gocardless - Subscription template integration for reoccurring payments

    23 votes

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    submitted  ·  15 comments  ·  Invoices & quotes » Payment services  ·  Admin →
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    Greg Cunnington shared this idea  · 

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

    1,163 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.

    We want to keep you updated as work progresses on this, and I'll be back to share…

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    Greg Cunnington commented  · 

    This is such a basic function, and your software is sub-par without it, sort it out!

    Greg Cunnington supported this idea  ·