Settings and activity
6 results found
-
651 votes
Hi team, leaning into the new year our teams are deep in discovery and research of how we could best solves for the needs here.
We'd like to invite you into this process to provide further input to our product teams discovery.
If you'd be interested, register your interest with our team through this link - Your feedback would be invaluable to our teams. Thanks!
I'll be back to share more again as this progresses.
James Kray-Hall
supported this idea
·
-
64 votes
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
·
-
322 votes
Hi everyone, it's great to have the insights from your support and comments here. We understand how sending overdue statements would help in cashflows and reduce steps in following up on the most important payments from customers.
We appreciate the needs you've shared and want you to know this is high on our teams radar. While it's not on the roadmap just yet, this is something we'd like to address and the team have done some initial discovery of.
We'll be sure to share further updates on this with you all, here.
James Kray-Hall
supported this idea
·
-
15 votesJames Kray-Hall
supported this idea
·
-
91 votes
An error occurred while saving the comment James Kray-Hall
supported this idea
·
-
45 votes
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
An error occurred while saving the comment 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
·
This will save a lot of time, I think its a great idea