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  1. Invoice Reminders - Set up for a Contact group

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

    Thanks for taking your time to share and support how setting Invoice reminders for a Contact group would be beneficial to your business.

    Our product team have started research for the future of Invoice reminders and we wanted to make sure we shared this sign up form with you all here - We'd love to have you join and feedback.

    Throughout the research our team may engage through surveys or direct interviews, and your input would be really valuable!

    Catherine O'Kane supported this idea  · 
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    Catherine O'Kane commented  · 

    It would be good if there was a feature to group customers (according to a common feature), and then be able to assign specific email templates to be sent to that group (eg for invoices being issued, and invoice reminders).

    For example, small businesses might like to group customers by:
    - payment terms (payment within 7 days, payment in advance, payment via subscription)
    - language
    - Service type (small business may offer more than one service type, and have different payment terms)

    A flexible system where business can create a 'Customer Group' and then label the group with free text would allow maximum flexibility of this feature. Then set the range of email templates that may be sent out to members of that group, as well as the emails sent automatically, eg reminder payment on your invoice is due in 2 days. Or invoice overdue reminder.