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1. Invoice reminder - Show the list of those contacts that have reminders turned off

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   9 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, thanks for your on-going feedback through this idea.

   We appreciate wanting more visibility of which customers you are sending reminders to, and thank those that contributed to our earlier research.

   Right now, from the Sales Invoice Awaiting payment list there is a column for 'Reminders' where you'll be able to see if a contact has reminders turned off.

   We're also currently working on a new agent powered through JAX, that will help you get paid without all the chasing.

   You'll be able to tun this on for selected contacts, and JAX will build a personalised plan considering open invoices to follow up with the customers in the right way, at the right time.

   Being open, with the initial release there will not be a dedicated view to see which contacts this is turned on for, however product team are across the idea here for consideration in future improvements to this feature.

   I'll come back to share as this feature is released.

   Hi community, thanks for your on-going feedback through this idea.

   We appreciate wanting more visibility of which customers you are sending reminders to, and thank those that contributed to our earlier research.

   Right now, from the Sales Invoice Awaiting payment list there is a column for 'Reminders' where you'll be able to see if a contact has reminders turned off.

   We're also currently working on a new agent powered through JAX, that will help you get paid without all the chasing.

   You'll be able to tun this on for selected contacts, and JAX will build a personalised plan considering open invoices to follow up with the customers in the right way, at the right time.

   Being open, with the initial release there will not be a dedicated view to see which contacts this is turned on for, however product team are across the idea here for consideration in future… more

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   Rachael Keates commented  ·  11 June, 2024  ·  Edit…  ·  delete…

   We have nearly 500 customers in various groups and this is impossible to manage having to open each account to see who is receiving and who isn't receiving invoice reminders.

   We have a group of customers on direct debit who we do not wish to erroneously chase for money in case there are any delays with this process/reconciliation. We can not be expected to turn off invoice reminders manually under each client.

   Whilst I'm here it would be good to be actually be able to do anything via Groups. Although this tagging feature is nice, it's basically useless if you can not action set processes from it, ie turn on invoice reminders for a set group, send statements for a set group etc etc.

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