Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Projects - Notification or reminder of invoices and projects due

    8 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  ·  3 comments  ·  For small businesses » Business features  ·  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
    An error occurred while saving the comment
    Pratik Ambani commented  · 

    It would be great to have a feature where a person gets a reminder that an invoice for a project should be sent out soon. Here is the scenario:

    There are multiple projects in our organisation and they are led by different people. Each project lead is responsible for sending out invoices for their projects as agreed with the client, which could be monthly or bi-monthly or at the start, middle and end of the project.

    So, when a project is set up in Xero, it would be great if there is a function to indicate that the invoices for that project need to be sent out on A, B and C dates and then the person leading that project gets a reminder a few days in advance that the date for sending out the invoice A or B or C is upcoming.

    That way, we can ensure that invoices are sent out on time, rather than people forgetting to send it out and later realising that the client has not been invoiced for a few months.

    Any thoughts / supporters?

    Pratik Ambani supported this idea  ·