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'Ability to group custom reports' has been merged into this idea

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  1. Invoicing: Set invoice reminders by invoice branding template

    30 votes

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    15 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing with us here, everyone. We appreciate there are many improvements our customers would like to see to improve their workflows for setting up invoice themes for their customers. We do have a product team that have been focused on improvements to simplify and enhance the look of branding applied to your invoices. Being upfront this doesn't stretch to adding invoice reminders at the branding theme level for the time being.

    We're continuing to watch and stay tuned to the ideas we have around this in our community and if there are any changes to share we'll post an update for you all, here.

    C Emb Print Accounts Department supported this idea  · 

  2. Invoice reminders - Custom date and time

    46 votes

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

    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.

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    C Emb Print Accounts Department commented  · 

    This post is nearing 2 years....can you update us as to when this feature will be available Please.

    Either allow to turn of Monday reminders so that we may catch up on the weekend payments or change all UK business to a 10.30am setting.

    C Emb Print Accounts Department supported this idea  ·