We are determined to make invoicing easier and more effective. In this morning’s huge release we have a bunch of hotly requested features to that end – email templates, payments terms and outstanding statements. This is all about improving communications with your customers and getting paid faster.
We’ve also rounded out this month’s new developments with individual remittance advice emailing and terminology changes to dashboards. Here’s the breakdown:
Email templates – you can now customize the messages you use when emailing documents to your clients from Xero. This is great news if you send out a lot of emails each month or for standardising the information you want to include.
You can build email templates for invoices, statements, remittance advices and credit notes. For each type of template you can create multiple versions, for example, you could create a standard email template to use when first sending out invoices, and another template, with a different “tone” perhaps, to use if you have to resend, or chase up unpaid invoices!
Each template can contain a number of placeholders for things like due date, invoice amount, client details, and your online invoice link – all very handy.
Worth noting that we are working on another email related feature to let you control the sender address of emails (number one feature request!) that are sent from Xero – at the moment the logged-in user is set as the sender of several emails – we’re going to let you nominate any email address and even remove this sort of email impersonation if your emails are getting blocked by spam filters. More on this early next year.
Payment terms – you can now define payment terms to automatically set the due date on sales invoices and bills. Terms can be set globally for your organisation and set for an individual contact.
Outstanding statements – a new type of statement that includes only outstanding invoices at a given date. This is in addition to the existing Activity Statement that shows all invoice activity within a given period. You can find out more about Statements in our help centre.
Remittance advice on individual payments – we supported sending remittance advice emails as part of the batch payments workflow a few weeks ago. Today, we’ve rounded this out to enable the same emails to be sent when creating single invoice payments.
Social links for Online Invoicing – you can now add Facebook, Twitter, Google+ and LinkedIn to your Online Invoices, providing more opportunity for deepen your relationship with your customers. I’m even receiving online invoices that look so professional they are almost a pleasure to pay! The email template changes mentioned above give you full control as to whether you use Online Invoices and where the link is positioned in your email.
Sales & purchases dashboards – we gave a preview of the new dashboards last month and the feedback has been overwhelmingly positive, which is great. There are two key aspects to this change – the new dashboards themselves and the change in terminology from accounts receivables/payables to sales and purchases – and a corresponding change to sales invoices and bills. Check them out in our full overview video (this version is for the US):
So there you have it – a bumper of a release that we hope you enjoy. To find out all about this release and some of the other smaller updates, read our full release notes. Remember also to cast your votes – as you can see it does make a difference!