Settings and activity
3 results found
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1 vote
Hi Marci, though we appreciate you sharing on Product Ideas I want to be open that we don't generally develop integrations with other applications ourselves. We have a great Developer Ecosystem Centre where interested parties can come to learn how to build an integration with Xero, and I'd recommend sharing with Housecall Pro to see if they would look to develop.
Marci Mitchell
shared this idea
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416 votes
Hi everyone, we thoroughly appreciate everyone’s interest and support for enabling the ability to apply a prompt payment discount to invoices.
We understand how a direct prompt payment discount feature would improve the efficiency and automate manual efforts currently involved for you all here, but would like to be transparent that this isn’t something we’ve been able to roadmap atm.
Right now, one way to indicate that your business accepts or will apply a discount for prompt payment would be to write this into the invoice payment terms. When acted on there are a few ways you could consider recording this in Xero, such as;
- Edit the invoice to apply a discount directly
- Edit the invoice to add a negative line that directly draws down the total amount of the invoice
- Apply a credit to the invoice for the portion of the discount
We'd recommend connecting with your Xero advisor…
Marci Mitchell
supported this idea
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265 votes
Hi community, thanks for continuing to share how much time this workflow can take.
Right now, we're building an agent that'll sit within JAX and help you get paid without the need to manually chase your customers, which may help address some of the need for more efficient follow-up and statement management.
Initially, you won’t be able to turn this on for an entire contact group at once. You'll be able to enable it for each individual contact within a group, and JAX will do the handy work of designing a personalised plan to follow up with each one. For some this may be a consolidated statement.
We recognise this doesn't cover every part of the original idea here, including sending statements to a whole contact group in one action. We’ll keep these gaps in consideration for future improvements and will share another update once the JAX agent is…
An error occurred while saving the comment An error occurred while saving the comment Marci Mitchell
commented
Hi Mariett, make a contact group for the Centralised AP Dept, and run the Aged Receivable Detail Report - filter for that contact group - you can then email the report to the Centralized AP Group. Hope this helps!
An error occurred while saving the comment Marci Mitchell
commented
Here's another comment on this idea - I see that the idea was originally posted in 2013, and nearly TEN YEARS later, we still have no solution? PRETTY PLEASE?!!
Marci Mitchell
supported this idea
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An error occurred while saving the comment Marci Mitchell
commented
AGREED!! Yes, this is a must. Xero allows you to create Contact Groups - this I find very useful when creating Invoices but when you want to send Statements to a Contact Group this is not an option!!
We use contact groups for different categories of Clients, it is counter intuitive to have to manually select (or de-select) Clients just to be able to email statements!! CRITICAL - please fix!
@Jade Bai Nice work around! thanks for sharing! Although WHY Xero hasn't prioritized this fix (it's been mentioned for TEN YEARS!!) is beyond my understanding!