Skip to content
← Share and support customer ideas for Xero

Settings and activity

4 results found

  1. Invoice reminder - Auto include PDF of invoice

    45 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  12 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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

  2. Invoice Reminders - Auto email Statements to customers

    413 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    98 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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.

    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..

  3. Sales Invoices - Add interest to late invoices (including paid/part-paid Invoices)

    581 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    167 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    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/paidnice

    Thanks,
    Denym

  4. Invoice - Prompt Payment / Settlement Discount

    264 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  83 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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