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  1. Invoice Reminders - Set up for a Contact group

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    18 comments  ·  Contacts & documents » Contact  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Frederik de Coninck-Smith supported this idea  · 
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    Frederik de Coninck-Smith commented  · 

    Totally agree with this. Is this being developed?