Settings and activity
3 results found
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176 votes
Hi community, thanks for continuing to share your feedback on this idea.
We appreciate wanting to hear more on where this is at and we'd like to update that we're just beginning to explore the future of Statements within Xero.
We understand the need for more control over what’s included in statements, particularly when invoice links or related actions don’t reflect the way your business work, or cause confusion for the customers receiving them.
This is something our team will be taking into careful consideration as that work develops.
We’ll keep you updated here as discovery progresses.
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Bridget Koller
supported this idea
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41 votes
Thanks everyone, we appreciate you sharing how the five-reminder limit can be restrictive and result in more manual follows ups from your business.
We’re pleased to update that this idea is moving forward as part of our Get paid without chasing work.
As part of this development, JAX will create personalised follow-up plans based on each customer’s payment history, using the right channel, timing and tone to help get you paid.
These multi-step plans go well beyond the current 5-reminder limit, with persistent chasing until payment.
We’ll share more as this feature lands so you can begin to make use.
Bridget Koller
supported this idea
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46 votes
Hi community, to share another update to share around chasing customer invoice payments.
As you may have seen, we have work underway to help with getting paid without chasing.
The intention is that you'll have control of turning this on for your preferred contacts. JAX will create personalised follow-up plans based on each customer’s payment history, using the right channel, timing and tone to help get you paid.
You can register your interest in this feature now through the link above, and we'll keep you updated as this is delivered here.
An error occurred while saving the comment Bridget Koller
commented
Yes, this would be very sensible and would eliminate confusion for clients who may have already made payments late on the day before. Sending reminders at 6am, before most people start work is silly!
Bridget Koller
supported this idea
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I support Michelle's comment below - regarding invoice reminders. I have de-selected all the tick boxes, as like many others we invoice out of a different platform. However, all invoice reminders sent from Xero still include a 'Download PDF' link in the reminder email which doesn't work and confuses our clients. If I allow the link, they get the same invoice amount but in a different format from the original. It is very annoying!