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  1. Invoice Reminders - Ability to send manually

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    9 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate the continued support in this idea and added detail of the needs here.

    Being transparent enabling the ability to manually send invoice reminders is not in our teams roadmap.

    As noted in our last update in lieu of this feature an option is setting up a custom email template and manually sending invoices in bulk from the invoice list.

    A new feature which we are in the process of releasing may also help some here - Payment follows ups powered by JAX is beginning to roll out to users. This will build out a customised plan for chasing invoices for Contacts you turn it on for. You'll also have the ability to pause or stop follow ups for contacts at any time.

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    Kellie Bauer-Simpson commented  · 

    You can track if and when you have sent a reminder in the notes, but it would be good to have a button to generate and send a generic reminder that comes from Xero, rather than having to chase-up personally outside Xero, as original poster suggests. We would use this regulallry also.

    Kellie Bauer-Simpson supported this idea  ·