Settings and activity
5 results found
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138 votes
Hi everyone, we wanted to share another update here. The ability to schedule and send a one-off invoice at a date and time that works best is now available to all organisations.
You can find this feature in the send window by clicking the dropdown arrow next to the Send email button.
As mentioned in my last update, we understand there’s strong interest in extending this functionality to repeating invoices as well. While this isn’t currently in the pipeline, it’s something our product team will closely consider as they shape the future of repeating invoices in Xero.
I’ll be sure to share any further updates with you here.
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Victoria Hibbs
supported this idea
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84 votes
Thanks for the great discussions here, just wanted to touch base to let you know we’re listening. The idea is still open and currently gathering support on Xero Product Ideas, so we don’t have a public timeframe to share right now. We’ll continue to keep a close eye on support here and update if anything changes.
Victoria Hibbs
supported this idea
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1,178 votes
Heya team, thanks to everyone who shared feedback through the form in our last update. Your contributions have helped us make great headway, and this idea is now moving into development.
We're inviting a limited group of users to test our new Statement list and PDF views. These are important stepping stones towards scheduled statements, and testers will automatically receive early access to scheduling when it becomes available. Register your interest through this form as soon as possible.
If you don't make it into this testing group, don't worry. We'll continue sharing updates here as the work progresses.
This early release gives you greater control over your statements, from customising which columns you see to editing contacts inline and previewing exactly what each customer will receive before you send. Your statements will also now match your invoice branding for a more consistent experience.
Please note: When you join, your entire…
Victoria Hibbs
supported this idea
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46 votes
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.
Victoria Hibbs
supported this idea
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587 votes
Hi everyone, thank you all for your support and engaging to let us know the importance and use you'd have in being able to receive bank feeds for Charities Aid Foundation(CAF) bank.
We're pleased to share that our provider Tink is building this at present and we're currently testing with a small group of users.
We appreciate your interest, and look forward to getting this in your hands soon. I'll be back to share more news as things progress. Thanks
An error occurred while saving the comment Victoria Hibbs
commented
We have had to open a second bank account to facilitate using xero but as a charity would much prefer to return to CAF. As the previous post says, we have been asking for this for years (along with being able to schedule an invoice. Grrrr!) and it would be so beneficial
Victoria Hibbs
supported this idea
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I'd be really keen to hear your response to Bluestone Accounts' comment of July 24th. It seems that there is no clear explanation or acknowledgement of this key and basic requirement for businesses and charities