Settings and activity
6 results found
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498 votes
Hi community, we understand how being able to send quote reminders like you can for invoices, would help with following up on uncommitted work with your customers and potentially locking in sales.
For the time being, as many will be aware you can resend a quote that’s already been sent, by clicking the 3 dot menu in the top right and choosing ‘Send’, where you’ll have the option to change the email and who it’s being addressed to.
This is something we have intentions of diving into discovery for this year and I’ll return to share more news when things progress. Thanks
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389 votes
Hi community, thanks for sharing your continued interest here. We appreciate the importance of having assurance that mail you send from Xero is being received, and that being able to send from your own company email would increase confidence in this process.
I can confirm this idea has been continually reviewed by our product teams, and being able to send from your own company email is on their radar. Currently there are other priorities, and platform work that requires their attention, before they can consider this more deeply.
When there is opportunity to pick this up, I will share any news with you all here.
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Denym Bird
commented
A good way to stop Xero invoices going to spam is by using Paidnice to send them instead: https://www.paidnice.com/schedule-custom-invoice-sends (from your own domain, and with custom branding)
An error occurred while saving the comment Denym Bird
commented
While it doesn't sound like Xero will be implementing a feature like this in the short term, I wanted to add to this thread that Paidnice (https://paidnice.com/) has built this functionality that can solve this need for you (and it wont break the bank either from $19 a month)
- Fully customize sender details so emails like payment reminders, overdue notices, invoices etc appear from @yourcompany.com with your logo, colors and styling.
- Paidnice also attaches the PDF of the original invoice from Xero.
- Add a calendar invite as an attachment, for the invoice due date (including link to the original invoice)
- Automatically add late fees or interest, issued as a new invoice or added to the existing invoice line item.Hopefully it helps! (Disclaimer: I built Paidnice)
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86 votes
An error occurred while saving the comment Denym Bird
commented
Hi Alfred, we build this into our custom reminders feature at Paidnice, our reminders let you use your own domain/email, logo and can include the PDF (and even a calendar invite for when the invoice is due) could this help you solve the issue? https://www.paidnice.com/invoice-reminders
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648 votes
Hi team, leaning into the new year our teams are deep in discovery and research of how we could best solves for the needs here.
We'd like to invite you into this process to provide further input to our product teams discovery.
If you'd be interested, register your interest with our team through this link - Your feedback would be invaluable to our teams. Thanks!
I'll be back to share more again as this progresses.
An error occurred while saving the comment Denym Bird
commented
While Xero doesn't support this natively if you can afford an extra 3rd party app. Paidnice (https://paidnice.com/) supports invoice reminders for email + SMS. It can handle all the uses you have outlined below Caz..
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1,053 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
An error occurred while saving the comment Denym Bird
commented
While Xero doesn't natively support this, 3rd party apps have picked up this challenge, apps like Paidnice (https://paidnice.com/) look to work well to add interest to late invoices, including taking into account credit against them.
An error occurred while saving the comment Denym Bird
commented
Hey Alison,
Jumping in here as we (Paidnice, formerly Latechaser) are helping to fill the gap left here as a 3rd party Xero App, that will add late fees and interest to your Xero invoices.
More info here: https://www.paidnice.com/xero
Or our app listing here: https://apps.xero.com/app/paidniceThanks,
Denym -
397 votes
An error occurred while saving the comment Denym Bird
commented
Taking this thread as a bit of inspiration, I went ahead and built this feature in our late fee Xero app, Paidnice... Open to feedback from the community here... https://www.paidnice.com/prompt-payment-discounts
Paidnice (a Xero Certified App and Staff Pick) can send Quote Reminders before they expire: https://www.paidnice.com/quote-reminders