Settings and activity
4 results found
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55 votes
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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BETTY DUONG
supported this idea
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3 votes
Hi Anna, when you say overdue amount would this be when sending an invoice to a customer and only showing the amount left to pay? If so, this is already possible with the email the customer receives and you can adjust the body of the invoice email to include the Amount due placeholder.
BETTY DUONG
supported this idea
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18 votes
Hi team, the Payable Invoice reports will generally help you zone into your top repeating suppliers and better view activity.
As suggested, if multiple contacts of a similar nature are being created merge may also help you manage these in your contacts list.
It'd be good to understand if there are other needs that this idea would help you with here - please do share any detail.
BETTY DUONG
supported this idea
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5 votes
Thanks for your feedback here, team. This helps when sharing back with our product team. I've slightly amended the title of your idea.
We don't have any immediate plans for changing the current base results are pulled but we'll keep an eye on the interest here. I'll be sure to update you if there's any news.
BETTY DUONG
supported this idea
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When creating invoices there should be a box that when ticked adds the invoice to an email cue. So that at the end of the day you can send the invoices you made and ticked that day to customers. It's really annoying having the invoices separated into several different sections and then having to go and select each individual customer to then send the emails to.