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3 results found

  1. Invoice Reminders - Auto email Statements to customers

    611 votes

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    140 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your support on the idea, everyone. We thoroughly appreciate your participation, and letting us know where you'd like to see change across Xero.

    Customer statements, is an area of Xero that needs upgrades to it's technology in order to make ideas like this one here possible.

    Currently, while we have plans for modernising this space soon we cannot commit to any new developments for Statements until this work has been complete. Once this has been done I'll round back to the idea here when we can reset the objectives.

    Liam Cook supported this idea  · 

  2. Customer Statement - Automated statements for contacts

    503 votes

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    127 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, apologies we've not provided an update here before now. Over the past year there's been a lot of development throughout Sales, more centralised around the new invoicing experience. With the upgraded technology new invoicing is built on we've been able to begin developing the send experience, with improvements to customise and send invoices, and help you get paid faster.

    Being able to automate the send of customer statements is high on our product teams radar, however we want to be transparent that this isn't planned in the short term. As we continue to develop and uplift throughout the Sales experience this is definitely an area the team will draw closer attention to, however with lots of different projects on the go we aren't able to bring focus to this right now.

    I want to assure you we'll keep reviewing this idea, and will share as soon as there's…

    Liam Cook supported this idea  · 

  3. Customer Statements - Add a Pay Now link

    403 votes

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    137 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey everyone, back again with some progress to share with you all here. Our product team have made good headway in this space over the past few months and we'll soon be at a stage where we'd like to invite users in for an early release!

    As a foundational step to enabling this feature, we're currently rolling out the ability for your customers to view statements online, so that they always have a real-time view of what's due and overdue. We're aiming to roll out a "Pay" button to statements later this year, so that your customers can then pay multiple outstanding invoices in one go.

    If you'd be interested in being a part of our early release, please fill out this form.✍️

    While we may not be able to invite everyone who signs up into the early release, I'll round back with more updates on this idea to…

    Liam Cook supported this idea  · 
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    Liam Cook commented  · 

    This is a feature that needs to be added urgently! I agree with people's comments that most customers pay off their statements rather than individual invoices anyway, especially customers with many monthly invoices.

    MYOB has a fantastic solution for this, where customers can view all of their outstanding invoices, select which ones they want to pay, and use their credit card to make the bulk payment. This is precisely the thing Xero needs to add.

    This is a very common request from my customers, and I imagine many, many other business' customers!