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

    1,179 votes

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

    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…

    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  ·