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6 results found

  1. Invoice Reminders - Auto email Statements to customers

    633 votes

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    141 comments  ·  For small businesses » Business features  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate how automatically sending statements could improve cash flows, and save the manual efforts involved in this periodic task.

    We recognise the importance of this functionality, and with a clear focus on decreasing the time it takes for our customers to receive payments, I’m pleased to share that this idea is now In discovery. 😊

    While we can’t give any commitments to development yet, this is a good step in the right direction and we’ll be sure to update you on progress from the exploration here. Thanks!

    James Kray-Hall supported this idea  · 

  2. Statement - Include invoice description

    62 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. 

    James Kray-Hall supported this idea  · 

  3. Customer Statement - Send an overdue invoice statement

    314 votes

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    submitted  ·  48 comments  ·  For small businesses » Business features  ·  Admin →
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    James Kray-Hall supported this idea  · 

  4. Invoices - Automatically send invoice reminders for all overdue invoices

    15 votes

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    4 comments  ·  For small businesses » Accounting features  ·  Admin →
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    James Kray-Hall supported this idea  · 

  5. Sales Invoices - Ability to print invoices in Xero in one click

    91 votes

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    submitted  ·  25 comments  ·  For small businesses » Accounting features  ·  Admin →
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    James Kray-Hall commented  · 

    This will save a lot of time, I think its a great idea

    James Kray-Hall supported this idea  · 

  6. Statements - Attach outstanding invoices

    43 votes

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    6 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    HI team, while it's not possible to include links to all outstanding invoices when sending a statement I did want to make sure you're aware of the option to include a link to Outstanding bills when emailing an invoice to customer. 

    From this link your customer will be able to see a total and the individual invoices they have outstanding to pay with you - more on this here 

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    James Kray-Hall commented  · 

    This is a massive time saver and it will also stop customers having to ask for copies of invoices if we could send all at once so rather than just links just have the statement followed by the list of outstanding invoices this means in one email or one print out everything they need is in one go.

    James Kray-Hall supported this idea  ·