Settings and activity
5 results found
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2 votes
Great to hear you're finding good use in bill payments, Will. I've shared your feedback with the team. We;ll get a sense of the interest from others that'd like to see this too, and I'll share if there are any updates planned.
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Sue Gulliford
supported this idea
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301 votes
An error occurred while saving the comment Sue Gulliford
commented
Great idea, this would be better than automatic overdue invoices which are just annoying to many of our customers who have frequent, small invoices (imported from other software)
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189 votes
An error occurred while saving the comment Sue Gulliford
commented
The current statement options don't let me send a statement up to the end of last month when a payment has been received in the current month - except as others have said using the receivable invoice summary or detailed report which is not pretty. Customers often ask for this so please add it!
Sue Gulliford
supported this idea
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404 votes
Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.
As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.
Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.
Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address…
An error occurred while saving the comment Sue Gulliford
commented
Ditto what everyone else is saying- this should be an integral part of Xero
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827 votes
Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product.
We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage.
As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…
Sue Gulliford
supported this idea
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On the bill payments screen a message pops up to pay bills directly but only 5 per month. Who pays only 5 bills per month? Why is it restricted? Could it be for more or have the option to switch the pop up off please?