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  1. Invoice reminders - Option to send copy to self

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    17 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thank you to all those that contributed to our teams discovery in this space.

    We also really appreciate all that's been shared about why having a record of communications sent to your customers is important for your follow-up and record-keeping.

    Coming off the back of our teams research we're in the process of releasing payment follow-ups, a new feature that helps merchants manage chasing overdue invoices.

    We want to be upfront here that we don’t currently foresee adding an option to send yourself a copy when sending invoice reminders specifically.

    That said, with more investment into the new payment follow-ups feature our team will consider how to give merchants visibility of the follow-ups sent through Payment follow-ups as a future improvement and your feedback here is valuable to this.

    We appreciate everyone who's shared their experiences and helped us understand what visibility is needed when collecting payments.

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    Wendy Stephenson-Webber commented  · 

    UPDATE: 23.06.23 - Just found out that getting copies of invoice reminders is still not available.

    XERO: This is something that is really important to me as I have multiple tasks within my role, not just finance, however for obvious reasons this is one of the most critical. Getting the reminders would support me greatly in making the phone calls I need to make. Thank you

    Wendy Stephenson-Webber supported this idea  ·