Settings and activity
5 results found
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347 votes
Hi everyone, it's great to have the insights from your support and comments here. We understand how sending overdue statements would help in cashflows and reduce steps in following up on the most important payments from customers.
We appreciate the needs you've shared and want you to know this is high on our teams radar. While it's not on the roadmap just yet, this is something we'd like to address and the team have done some initial discovery of.
We'll be sure to share further updates on this with you all, here.
Ian Jannasch
supported this idea
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110 votes
Thanks for your continued input and contribution to this idea. We've now released an improved send experience for new invoicing, where you have a side by side view to give you full visibility of what's being sent. Encompassed in this is also the ability to CC and BCC others in the email😊.
For the time being this is limited to sending from the invoice itself and won't apply to Invoice Reminder emails. However, we are thinking ahead and will look to expand this capability in time. We'll keep you updated of any further progress of this here.
Ian Jannasch
supported this idea
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451 votes
Hi team, thank you for your thorough feedback in this idea. We appreciate there are different preferences our users have when approving invoices in Xero and just to re-highlight - there are now keyboard shortcuts available for most action buttons in invoicing to help navigate and quickly select the option you prefer rather than the drop down selection.
Though we understand it is not the news you're hoping here we want to be transparent that there are no plans at this stage to add the ability to set your own default for the Approve button in invoicing.
We will continue to track the support this idea keeps building and be sure to let you know if there is any change to the status of this idea, here.
Ian Jannasch
supported this idea
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1,118 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
Ian Jannasch
supported this idea
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63 votes
Hi everyone, thank you to all those that contributed to our teams discovery in this space.
We also really appreciate all that's been shared about why having a record of communications sent to your customers is important for your follow-up and record-keeping.
Coming off the back of our teams research we're in the process of releasing payment follow-ups, a new feature that helps merchants manage chasing overdue invoices.
We want to be upfront here that we don’t currently foresee adding an option to send yourself a copy when sending invoice reminders specifically.
That said, with more investment into the new payment follow-ups feature our team will consider how to give merchants visibility of the follow-ups sent through Payment follow-ups as a future improvement and your feedback here is valuable to this.
We appreciate everyone who's shared their experiences and helped us understand what visibility is needed when collecting payments.
An error occurred while saving the comment Ian Jannasch
supported this idea
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This is a critical feature. A copy of the correspondence is required during the formal debt collection process. This should be relatively easy to implement given that the functionality to be copied into invoice correspondence already exists in the system when sending out the invoice initially.