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  1. Customer statements - Ability to auto email Statements to customers

    1,169 votes

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

    We hear you team! Thank you for continuing to share back with us here, and a big thanks to those that registered interest and provided input to the teams earlier research.

    Right now, there's still some discovery going on around this functionality, but I want to assure you this is a feature our team are keen to develop.

    While the first round of research helped inform our team they want to dive deeper into some of the aspects surrounding this feature that'll help ensure we create a solution that'll best fit majority of businesses.

    We'd like to give provide the opportunity to everyone here to participate in this and if you can spare a few minutes, our team have prepared a few questions in this form 📝 that we'd love your feedback on.

    • 28 Aug 26 - we appreciate everyone who has contributed through the form. This is now closed …
    Noella Baxter supported this idea  · 

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

    55 votes

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

    Hi team, we'd like to provide an update here as there is work underway that will help met the requests here.

    Right now, our team are developing a feature that helps you get paid without you needing to step in.

    Once released you'll be able to turn this on for preferred contacts. JAX will monitor and build a personalised plan to chase customers at the right moment. This means some customers will receive a consolidated statement as asked here, meaning they aren't receiving multiple emails at once.

    Sign up and register your interest now 🙂 I'll come back to share as this feature goes live.

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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  ·