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3 results found

  1. Invoice Reminders - Auto email Statements to customers

    599 votes

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    127 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

    488 votes

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    118 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

    394 votes

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

    Hi team, appreciate wanting to hear news from us here and apologies we've not checked back in sooner. Our product team have done initial work to understand the work involved in enabling your customers to pay you through Customer Statements. This is a priority for them and we have plans to develop this capability, however they need to balance this work with other key priorities. While we'll leave the idea Under review for the time being, as soon as there's an update we'll share this all with you, here.

    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!