Settings and activity
4 results found
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91 votes
Victoria Gaylard
supported this idea
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46 votes
Hi community, to share another update to share around chasing customer invoice payments.
As you may have seen, we have work underway to help with getting paid without chasing.
The intention is that you'll have control of turning this on for your preferred contacts. JAX will create personalised follow-up plans based on each customer’s payment history, using the right channel, timing and tone to help get you paid.
You can register your interest in this feature now through the link above, and we'll keep you updated as this is delivered here.
Victoria Gaylard
supported this idea
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136 votes
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.
Victoria Gaylard
supported this idea
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123 votes
An error occurred while saving the comment Victoria Gaylard
supported this idea
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It would be great it quotes could have a tick box for the client to accept only some quoted items.
As an interior designer, I present quotes for a number of furniture options and it would be so helpful if the client could tick the boxes for what they do want, rather than only being able to accept the whole quote.
I'd also like the option to save the quote items and aren't accepted and only convert accepted items to an invoice, as sometimes the client will come back and purchase other quoted items at a later time.