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  1. Invoice reminders - Custom date and time

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    14 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, to share another update to share around chasing customer invoice payments.

    As you may have seen, we have work underway to help with getting paid without chasing.

    The intention is that you'll have control of turning this on for your preferred contacts. JAX will create personalised follow-up plans based on each customer’s payment history, using the right channel, timing and tone to help get you paid.

    You can register your interest in this feature now through the link above, and we'll keep you updated as this is delivered here.

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    Clara Burke commented  · 

    Add additional Invoice reminders settings or make more open ended.

    There are currently 5 automated invoice reminders, with no 5 being the final automated setting. Is there any way keep these reminders more open ended and for them to keep sending out at monthly intervals,

    For example - Your invoice is now more than 100 days overdue, so any older than this period will still be reminded at defined intervals.

    Clara Burke supported this idea  ·