Skip to content
← Share and support customer ideas for Xero

Settings and activity

4 results found

  1. Repeating Invoices - Schedule a specific time for repeating invoices to be generated and sent

    137 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    70 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we wanted to share another update here. The ability to schedule and send a one-off invoice at a date and time that works best is now available to all organisations.

    You can find this feature in the send window by clicking the dropdown arrow next to the Send email button.

    As mentioned in my last update, we understand there’s strong interest in extending this functionality to repeating invoices as well. While this isn’t currently in the pipeline, it’s something our product team will closely consider as they shape the future of repeating invoices in Xero.

    I’ll be sure to share any further updates with you here.

    An error occurred while saving the comment
    BaseFirma Inc. commented  · 

    Have an invoice reminder sent at 4-8am is way too early. Especially if you are sending these to clients.

    BaseFirma Inc. supported this idea  · 

  2. Invoice reminders - Ability to change invoice reminder to different email address

    85 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  23 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    BaseFirma Inc. supported this idea  · 

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

    34 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    9 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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…

    BaseFirma Inc. supported this idea  · 

  4. Invoice reminders - Option to send copy to self

    62 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    17 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thank you for engaging with us about how we could develop Invoice reminders so you can get more out of using this feature.

    We've begun some research to help develop the future of Invoice reminders. I'd like to share this form where you can sign up to be a part of this.

    Our team may reach out for input in surveys or direct interviews throughout the research, and you feedback would be very valuable in this.

    BaseFirma Inc. supported this idea  ·