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  1. Invoice Reminders - Ability to send over due reminders from the Sales Overview Invoices page

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    0 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate the desire for simplifying overdue invoice follow-ups, especially when managing multiple invoices.

    We'd like to share that we're currently developing a new chasing agent, which will help automate payment reminders and reduce manual follow-up.

    Setup will initiate from the Sales Overview or a contact. Once enabled, reminders will automatically be sent to contacts with follow-ups enabled.

    This allows us to automate follow-ups at scale rather than adding a manual option to select overdue invoices in Sales Overview and send reminders. We appreciate the detail you’ve shared about this workflow, and I'll round back to update again as this functionality is released. 😊

    Jesse Relton shared this idea  ·