Settings and activity
3 results found
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240 votes
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638 votes
Hi everyone, we appreciate how automatically sending statements could improve cash flows, and save the manual efforts involved in this periodic task.
We recognise the importance of this functionality, and with a clear focus on decreasing the time it takes for our customers to receive payments, I’m pleased to share that this idea is now In discovery. 😊
While we can’t give any commitments to development yet, this is a good step in the right direction and we’ll be sure to update you on progress from the exploration here. Thanks!
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Blair McLachlan
commented
To add to this - could we send customer statements by group of customers?
Could then designate customers who need a little more "encouragement" then others or different trade terms etc - rather than just sending to all and having to unclick (could easily miss one!)
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1,325 votes
Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.
We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.
We appreciate your patience as we work through the complexities…
Blair McLachlan
supported this idea
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This would be very important for our business.
We have trade customers who pay on terms and want statements and DTC customers who pay via EFTPOS/credit cards.
However, with delays in the gateway providing the reconciliation reports - we can have 5days of DTC sales sitting in AR which we don't want to send statements to. Manual unticking them is time consuming and error prone!