Settings and activity

3 results found

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

   33 votes

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   submitted  ·  15 comments  ·  Contacts & documents » Contact  ·  delete…  ·  Admin →
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   Greg Cunnington commented  ·  03 March, 2023  ·  Edit…  ·  delete…

   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.

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   Greg Cunnington supported this idea  ·  03 March, 2023

2. Gocardless - Subscription template integration for reoccurring payments

   23 votes

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   submitted  ·  15 comments  ·  Invoices & quotes » Payment services  ·  delete…  ·  Admin →
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   Greg Cunnington shared this idea  ·  03 March, 2023

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

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

   Heya team, thanks to everyone who shared feedback through the form in our last update. Your contributions have helped us make great headway, and this idea is now moving into development.

   We're inviting a limited group of users to test our new Statement list and PDF views. These are important stepping stones towards scheduled statements, and testers will automatically receive early access to scheduling when it becomes available. Register your interest through this form as soon as possible.

   If you don't make it into this testing group, don't worry. We'll continue sharing updates here as the work progresses.

   This early release gives you greater control over your statements, from customising which columns you see to editing contacts inline and previewing exactly what each customer will receive before you send. Your statements will also now match your invoice branding for a more consistent experience.

   Please note: When you join, your entire organisation permanently moves to the new statement branding templates, that are consistent with your invoice templates. This can't be reversed. Each user can switch back to the older statements list for a limited time.

   What’s coming soon: Schedule statements to automatically send on regular cadence, track send status, get easier access to statements in the sales navigation, and have more control over which columns you display on your statement PDF.

   Heya team, thanks to everyone who shared feedback through the form in our last update. Your contributions have helped us make great headway, and this idea is now moving into development.

   We're inviting a limited group of users to test our new Statement list and PDF views. These are important stepping stones towards scheduled statements, and testers will automatically receive early access to scheduling when it becomes available. Register your interest through this form as soon as possible.

   If you don't make it into this testing group, don't worry. We'll continue sharing updates here as the work progresses.

   This early release gives you greater control over your statements, from customising which columns you see to editing contacts inline and previewing exactly what each customer will receive before you send. Your statements will also now match your invoice branding for a more consistent experience.

   Please note: When you join, your entire… more

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   Greg Cunnington commented  ·  03 March, 2023  ·  Edit…  ·  delete…

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

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   Greg Cunnington supported this idea  ·  03 March, 2023