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  1. Invoice Reminders - Ability to send manually

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    3 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate you raising the idea, Emma. To round back and confirm current functionality - If needing to send emails for invoices to multiple customers at once you could use the email feature from the contacts list view - See our Xero central article for detail on this. 

    If it's something you'd commonly do you may like this article in helping you set up email templates where you could create and save a custom template that you'd use when sending an overdue invoice. 

    It'd be good to hear if there is detail that this method doesn't help you resolve, that we can share back with our product team. 

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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  ·