Settings and activity
3 results found
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2 votes
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Simon & Grace Bolton
shared this idea
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42 votes
HI team, while it's not possible to include links to all outstanding invoices when sending a statement I did want to make sure you're aware of the option to include a link to Outstanding bills when emailing an invoice to customer.
From this link your customer will be able to see a total and the individual invoices they have outstanding to pay with you - more on this here
An error occurred while saving the comment Simon & Grace Bolton
supported this idea
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128 votes
Hi everyone, thanks for your engagement and sharing how we can further improve the new navigation experience for you here.
Our product team are paying close attention to your feedback on the drop down options, and we're continuing to monitor the interest this idea receives.
We'll let you know if there are any updates, here.
Simon & Grace Bolton
supported this idea
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STATEMENTS - when sending statements is would be extremely beneficial to be able to have the option to send invoices along with the statement. In Ascora (another program we use in our business) when you go to send statements there is a check box you can select to send the invoice/s with the statement and it has greatly reduced the follow up emails from our customers requesting the invoice/s that go with the statement. If Xero could have this option it would be amazing and save the problem of having to follow up for each individual customer that emails back requesting the invoice/s. Please look at this!!