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  1. Invoice Reminders - Set up for a Contact group

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    18 comments  ·  Contacts & documents » Contact  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    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.