Settings and activity

1 result found

1. Invoice reminder - Show the list of those contacts that have reminders turned off

   34 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   9 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, thanks for your on-going feedback through this idea.

   We appreciate wanting more visibility of which customers you are sending reminders to, and thank those that contributed to our earlier research.

   Right now, from the Sales Invoice Awaiting payment list there is a column for 'Reminders' where you'll be able to see if a contact has reminders turned off.

   We're also currently working on a new agent powered through JAX, that will help you get paid without all the chasing.

   You'll be able to tun this on for selected contacts, and JAX will build a personalised plan considering open invoices to follow up with the customers in the right way, at the right time.

   Being open, with the initial release there will not be a dedicated view to see which contacts this is turned on for, however product team are across the idea here for consideration in future improvements to this feature.

   I'll come back to share as this feature is released.

   Hi community, thanks for your on-going feedback through this idea.

   We appreciate wanting more visibility of which customers you are sending reminders to, and thank those that contributed to our earlier research.

   Right now, from the Sales Invoice Awaiting payment list there is a column for 'Reminders' where you'll be able to see if a contact has reminders turned off.

   We're also currently working on a new agent powered through JAX, that will help you get paid without all the chasing.

   You'll be able to tun this on for selected contacts, and JAX will build a personalised plan considering open invoices to follow up with the customers in the right way, at the right time.

   Being open, with the initial release there will not be a dedicated view to see which contacts this is turned on for, however product team are across the idea here for consideration in future… more

   An error occurred while saving the comment
   Rachel Pash commented  ·  21 March, 2023  ·  Edit…  ·  delete…

   This is so important for us, the auto reminder function is good but, could be so much better. We have so many clients and need to be able to quickly see which ones have reminders switched off to enable us to review and amend them, It is so time consuming using the function as it stands at present.

   Save Submitting...
   Rachel Pash supported this idea  ·  21 March, 2023