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  1. Customer Statements - Add a Pay Now link

    403 votes

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    137 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey everyone, back again with some progress to share with you all here. Our product team have made good headway in this space over the past few months and we'll soon be at a stage where we'd like to invite users in for an early release!

    As a foundational step to enabling this feature, we're currently rolling out the ability for your customers to view statements online, so that they always have a real-time view of what's due and overdue. We're aiming to roll out a "Pay" button to statements later this year, so that your customers can then pay multiple outstanding invoices in one go.

    If you'd be interested in being a part of our early release, please fill out this form.✍️

    While we may not be able to invite everyone who signs up into the early release, I'll round back with more updates on this idea to…

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    Gill Miles commented  · 

    Extremely important, in the Credit Control process.

    Gill Miles supported this idea  · 

  2. Statement - Include invoice description

    61 votes

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    19 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your feedback on the thread. Though not useful for all, we did bring attention to the reports that could help some people in the forums here. 

    We'll continue to consider this and other ideas for customer statements as the platform evolves. 

    Again not a full resolve but another option that could be handy for some is the inclusion of the Outstanding bills link when sending individual invoices to your customers. Through this, persons of a contact will be able to view and get detail of the invoices they have outstanding with you at any given time. 

    Gill Miles supported this idea  ·