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  1. 145 votes

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  2. 10 votes

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  3. 5 votes

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  4. 10 votes

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  5. 11 votes

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  6. 3 votes

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  7. 3 votes

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  8. 2 votes

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  9. 12 votes

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  10. 4 votes

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    Not a capture all but maybe a step in the right direction for now that could help, Maureen - Smart Lists could help you get a view of the customers that you've not sold items to recently. 

    You could run a New Smart List to view Any customers who have Not Purchased Any items In the last year - Find out more on Smart lists here

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  11. 30 votes

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  12. 5 votes

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    Thanks for your idea, Joe. To better understand the use case and maybe help others who'd be after the same connect with your idea here - Are there any scenarios or situations you generally find when viewing a contact and wanting to view the very next or last contact in a list? 

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  13. 4 votes

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  14. 2 votes

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  15. 8 votes

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    Hi Jessica, it'd take some customisation of the Statement advanced docx. template but it is possible to remove fields from showing that may cause confusion or are unnecessary for your customers. 

    You could look at removing the 'PaidAmount' field if this is not required and just keep the 'Balance' and 'Amount' fields. 

    There's a discussion over in Xero Central where there are others in community who often help with making changes ti advanced templates and maybe of help here. 

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  16. 147 votes

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  17. 32 votes

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    Would possibly need to consider the # of communications individual contacts are receiving if you had unlimited reminders. 


    To get a sense of what our customers would be looking for - do you have a # of reminders in mind that would most suit your business, Ryan? 🙂

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  18. 5 votes

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  19. 26 votes

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  20. 4 votes

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