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6 results found

  1. Invoice Reminders - Auto email Statements to customers

    525 votes

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

    Thanks for your support on the idea, everyone. We thoroughly appreciate your participation, and letting us know where you'd like to see change across Xero.

    Customer statements, is an area of Xero that needs upgrades to it's technology in order to make ideas like this one here possible.

    Currently, while we have plans for modernising this space soon we cannot commit to any new developments for Statements until this work has been complete. Once this has been done I'll round back to the idea here when we can reset the objectives.

    James Kray-Hall supported this idea  · 

  2. Statement - Include invoice description

    50 votes

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    13 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

    281 votes

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    submitted  ·  27 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

    10 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

    88 votes

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    submitted  ·  21 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

    30 votes

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    4 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  ·