Settings and activity
2 results found
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6 votes
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Ashton Howe
supported this idea
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33 votes
Hi team, while we intend to explore more controls of notifications long term I want to be upfront that we don't have any plans for changing the existing invoice notifications in the near term.
There are also factors on the recipients email providers end that could make this notification difficult to provide with certainty.
Right now, you'll see an event in the history of an invoice when an invoice is sent from Xero, and you could also choose to send a copy to self as a measure to ensure the invoice can be received in your own email inbox. If you'd prefer these not appear in your direct inbox you could set up a filter to route these to a folder.
We appreciate the interest here but want to be honest and open with you here.
Ashton Howe
supported this idea
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PAYMENT PLANS
It's surprising to me that Xero doesn't offer this. We already have invoice reminders, surely it's possible to have customisable payment plans with reminders to clients?
Example; I invoice Don and Cindy for $3500.00. They have to pay a deposit of 30% to secure services, leaving $2450.00 owing. Their event/job is 18 months away, and I want to divide their remaining invoice into 5 equal chunks = $490.00 paid every 3 months, or whatever period is suitable.
The invoices can use the already existing reminder system, but it needs to be expanded and have specific amounts tied to each due date. As someone booking work often 12-20 months ahead of time, features like this are invaluable. It's easier cashflow for me, and the client is happy because their larger invoices are broken into smaller chunks, taking the financial pressure off them.