Settings and activity
4 results found
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4 votes
Heather Procyshyn
supported this idea
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78 votes
An error occurred while saving the comment Heather Procyshyn
commented
I'm kind of shocked that this needs to even be raised as an "idea". This should be core functionality. How am I otherwise meant to communicate to the customer that they have a credit on their account? I cannot print it or email it. This is kind of silly.
Heather Procyshyn
supported this idea
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2 votesHeather Procyshyn
shared this idea
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34 votes
Hi community, we understand wanting to hear more from us here. Thank you for sharing and supporting how increasing the number of invoice reminders would help your business workflows.
Our product team are conducting research in this space and we have form you can sign up through here to share your input.
Throughout the research the team may engage you through surveys or direct interviews. We'd love to get your involvement to help us develop the future of Invoice reminders!
An error occurred while saving the comment Heather Procyshyn
commented
Currently Xero limits the number of invoice reminders to five, which must be hard coded to the number of days before or after an invoice is due. Would be better if Xero would permit a frequency of sending reminders for past due invoices, i.e. weekly, bi-weekly, monthly, etc. If you have varying payment constructs with your clients, having only five reminder points is limiting. Especially for the slow paying clients.
Heather Procyshyn
supported this idea
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When paying multiple items to the same entity, or receiving payment for multiple items from the same entity, why does the the Account Transactions view not show the name of the entity in the description? I cannot think of a scenario where one would be reconciling an account transaction line item that included more than one entity...Xero knows which entity has been paid or is paying as part of the reconciliation.