Settings and activity
3 results found
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199 votes
Natalie Forsythe
supported this idea
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168 votes
Appreciate the interest in being able to search by description. While we're attentive to your feedback, I want to be open that we don't have any immediate plans for developing this atm.
We're staying close to feedback on how we can improve navigation for our customers when using Xero, and I'll let you know if there is any development planned surrounding this, here. Thanks
Natalie Forsythe
supported this idea
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42 votes
Hi team, we appreciate the interest and rationale for being able to set up invoice reminders for Contact groups.
Being open at this stage we don't have plans for this, however as you may have heard we're currently building an agent with JAX that will help with getting paid without so much manual intervention.
The way this will work is JAX will create a personalised plan for each customer you turn it on for. It will review open invoices and follow up your customer at the time, and through the medium that is most likely to drive payment.
While not at a contact group level this may help with some of the needs in communicating with customers in different ways as needed here.
I'll return to share once this is released.
An error occurred while saving the comment Natalie Forsythe
supported this idea
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Currently you can only remove clients who you don't want to get reminders however for our company it would be easier to pick the clients we do want to get reminders.
This could potentially be done by having reminder settings set for groups in the contacts section. That way we can choose terms for each type of client. This would allow us to change terms for clients that have different reminder requirements. Some clients need daily reminders while others might only need weekly reminders.
Another option may be to have the option when completing the invoice so you can choose when its sent if it will require a reminder once overdue and the specific terms you want to set.