Settings and activity
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33 votes
Hey team, thanks for sharing how we can improve Invoice reminders and make these more powerful for use in your business.
Our product team has kicked off some research around Invoice reminders. It'd be great to get your input - We've got a quick form here where you can sign up to be part of the process.
As we do our research, the team might reach out with surveys or even chat with some of you directly. We'd be super grateful for your involvement in shaping the future of Invoice Reminders at Xero!
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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!
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Greg Miliatis
commented
Do you want to auto-send reminders, or do you want to review customers who owe A/R & flag who should receive reminders? A lot of the companies I work with want to manually choose which customers receive A/R reminders. That way, reminders aren't sent to everyone regardless of situation: for example, some customers might need a milestone completed before paying, or other customers might need white-glove treatment without auto-reminders.
It sounds like you need to triage who needs to receive invoice reminders. I.e., not everyone needs to receive a reminder every time, but instead, you need the ability to peruse who owes A/R, then decide who should receive reminders. Is that correct?