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  1. Invoices - Customisable SMS templates

    64 votes

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    9 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks everyone for your feedback here on customising SMS messages for invoices. We understand how a more personal message could provide customers with greater confidence and context when receiving an invoice.

    Our product team has explored options for more customised messaging, including the practical constraints around character limits and preventing messages from being treated as spam.

    After that review, we want to be transparent that editable SMS templates aren’t part of our plans at this stage.

    If this position changes in the future, we'll be sure to share with you, here.

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    Jeremy Sumbad commented  · 

    I was actually about to suggest the same thing, but didn't want to double up so thought I'd chuck my two cents into this thread instead. 😊One thing I'd add is that we deal with quite a few retirement villages, homecare clients, and residents directly. Some of our elderly clients don't have email, and sometimes invoices end up in their spam folder anyway.

    Having the option to send a follow-up SMS is awesome but being able to customise the message would be even BETTER.

    At the moment, the default SMS doesn't really give much context, so we do get clients asking if it's legit or thinking it might be a scam. Some won't click the link at all because they're not sure where it's coming from.

    If we could add things like the client's name, invoice number, amount, or even a quick description of what the invoice is for, it would feel much more genuine and reassuring.

    I reckon that would make a big difference, especially with our elderly clients. 🙏🙌

    Jeremy Sumbad supported this idea  · 

  2. Invoice Reminders - Set up for a Contact group

    42 votes

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    18 comments  ·  Contacts & documents » Contact  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate the interest and rationale for being able to set up invoice reminders for Contact groups.

    Being open at this stage we don't have plans for this, however as you may have heard we're currently building an agent with JAX that will help with getting paid without so much manual intervention.

    The way this will work is JAX will create a personalised plan for each customer you turn it on for. It will review open invoices and follow up your customer at the time, and through the medium that is most likely to drive payment.

    While not at a contact group level this may help with some of the needs in communicating with customers in different ways as needed here.

    I'll return to share once this is released.

    Jeremy Sumbad supported this idea  ·