Settings and activity
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59 votes
Thanks for sharing this idea, and letting us know the changes that matter most for you.
Now, it's up to the community to get behind and support this idea. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve the sending of invoices etc from Xero.
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Jeremy Sumbad
supported this idea
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42 votes
Thanks for taking your time to share and support how setting Invoice reminders for a Contact group would be beneficial to your business.
Our product team have started research for the future of Invoice reminders and we wanted to make sure we shared this sign up form with you all here - We'd love to have you join and feedback.
Throughout the research our team may engage through surveys or direct interviews, and your input would be really valuable!
Jeremy Sumbad
supported this idea
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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. 🙏🙌