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  1. Invoice Reminders - Auto email Statements to customers

    638 votes

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    141 comments  ·  For small businesses » Business features  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate how automatically sending statements could improve cash flows, and save the manual efforts involved in this periodic task.

    We recognise the importance of this functionality, and with a clear focus on decreasing the time it takes for our customers to receive payments, I’m pleased to share that this idea is now In discovery. 😊

    While we can’t give any commitments to development yet, this is a good step in the right direction and we’ll be sure to update you on progress from the exploration here. Thanks!

    Noella Baxter supported this idea  · 

  2. Sales Invoice - Select and send multiple invoices on a single email

    47 votes

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    21 comments  ·  For small businesses » Business features  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, there isn't currently the ability to select and choose which invoices you'd like to bundle and send together. However, we recently released the ability to include an online statement link when sending Outstanding statements to your customer which may solve for some of the needs here.

    If you've set up Stripe as a payment service the customer can select and choose which invoices to pay from the online statement - Find out more in Xero Central.

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    Noella Baxter commented  · 

    Hi, if you can enable selecting and sending multiple invoices on a single email, this would be much better. We use Xero Projects, and we create a number of different projects and in turn generate separate invoices for the same client. Example one client would have 20 invoices. Therefore it would be more efficient that all these invoices are sent in one email via Xero instead of using the email account and attaching them as a pdf.

    Thanks for your attention to this matter.

    Regards
    Noella

    Noella Baxter supported this idea  ·