Settings and activity
3 results found
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265 votes
Hi community, thanks for continuing to share how much time this workflow can take.
Right now, we're building an agent that'll sit within JAX and help you get paid without the need to manually chase your customers, which may help address some of the need for more efficient follow-up and statement management.
Initially, you won’t be able to turn this on for an entire contact group at once. You'll be able to enable it for each individual contact within a group, and JAX will do the handy work of designing a personalised plan to follow up with each one. For some this may be a consolidated statement.
We recognise this doesn't cover every part of the original idea here, including sending statements to a whole contact group in one action. We’ll keep these gaps in consideration for future improvements and will share another update once the JAX agent is…
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Sasha Crawley
supported this idea
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15 votes
An error occurred while saving the comment Sasha Crawley
commented
very important. such as clients that pay by standing order, or are currently unwell. Also the ability to run statements for a contact group in one selection
Sasha Crawley
supported this idea
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101 votes
An error occurred while saving the comment Sasha Crawley
commented
Can we have the control to change the color scheme/add logos etc to the email receipt clients get when they have paid an invoice by clicking on the email and paying through stripe/PayPal et. Currently it is very unbranded and not in our corporate colors. Thank you
Sasha Crawley
supported this idea
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this is so important for us to send statements for each directors groups when requested, rather than working down a print out and searching for each client individually!