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  1. Invoice Reminders - Ability to send manually

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

    Hi team, we appreciate the continued support in this idea and added detail of the needs here.

    Being transparent enabling the ability to manually send invoice reminders is not in our teams roadmap.

    As noted in our last update in lieu of this feature an option is setting up a custom email template and manually sending invoices in bulk from the invoice list.

    A new feature which we are in the process of releasing may also help some here - Payment follows ups powered by JAX is beginning to roll out to users. This will build out a customised plan for chasing invoices for Contacts you turn it on for. You'll also have the ability to pause or stop follow ups for contacts at any time.

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    Erica McWhorter commented  · 

    It would be helpful in the future to have a button that Xero user can press to auto generate or send a reminder email on demand with a custom email. This would allow for reminders to be sent as needed using a custom template instead of requiring a recurring reminder for one offs or invoices that may have missed the invoicing cut off. The custom email would also allow for clarity around what is past due and why it is being requested in a way that aligns with the needs of the customer.

    Erica McWhorter supported this idea  ·