Settings and activity
3 results found
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37 votes
Hi everyone, thanks for continuing to engage and share interest for this idea. We appreciate how setting defaults can improve the efficiency of your processes.
Being open this isn't something we have direct plans of implementing in the near term but have a close eye on the idea and will share if there is any news.
An error occurred while saving the comment -
100 votes
Hi team, thanks for sharing detail of the value in this idea in the ways you invoice.
We've just released a new line item grid in invoicing which includes the ability to manually add blank rows and shift these to where you're like them placed in your invoice.
That said, I want to be transparent in how this works - When you save your invoice any blank lines will be removed. So, if you'd like blank lines to help break your invoice into sections, you'll need to enter a character in the Description field of the blank line. Even a full stop '.' or dash '-' would suffice.
Katja Curtis
shared this idea
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42 votes
Hi team, we appreciate the interest and rationale for being able to set up invoice reminders for Contact groups.
Being open at this stage we don't have plans for this, however as you may have heard we're currently building an agent with JAX that will help with getting paid without so much manual intervention.
The way this will work is JAX will create a personalised plan for each customer you turn it on for. It will review open invoices and follow up your customer at the time, and through the medium that is most likely to drive payment.
While not at a contact group level this may help with some of the needs in communicating with customers in different ways as needed here.
I'll return to share once this is released.
An error occurred while saving the comment Katja Curtis
commented
It would be great to be able to set up different invoice reminder pipelines, to send reminders at different intervals, to different contact groups or to individual contacts.
Currently I can only exclude contacts from getting *any* reminders, where it would be much better to just set up a different pipeline for those contacts so that they can be reminded differently to everyone else.
Katja Curtis
supported this idea
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This would be a really useful feature.
Not only could I set some customers to receive statements for different currencies (as the original idea suggests) but I could also set some customers to receive statements that state "Your account is set up for debit order collections" to clarify that manual payment may not be necessary.