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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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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate you raising the idea, Emma. To round back and confirm current functionality - If needing to send emails for invoices to multiple customers at once you could use the email feature from the contacts list view - See our Xero central article for detail on this. 

    If it's something you'd commonly do you may like this article in helping you set up email templates where you could create and save a custom template that you'd use when sending an overdue invoice. 

    It'd be good to hear if there is detail that this method doesn't help you resolve, that we can share back with our product team. 

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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  ·