so it's about one line of code! I might be simplifying it a bit, but not by much! This request is now 3 and a half years old, yet I see lots of requests with started beside them and no votes. now that functionality is already in Xero. it's a specific event, at the time of the event, everything is known that is required for the email, so it's just a matter of triggering an email send using an email template.
It has to be an easy thing to add an email alert when an invoice is paid by credit card. Now looking for something not to be there when you have lots of invoices is not a practical way of doing business. In the real world, the way Xero works is a real pain, because I don't know if an invoice is paid until it's not in the waiting to be paid list. For many small businesses, the payment of the invoice is the trigger to either process an order or do some work. It is a basic requirement, not even a nice to have. Dan Chambers Draft Wheelchairs Ltd.īrittany, the big question is why is this request still "not planned". I'm out of here.God have mercy on your souls. Or do they know that account clients are very 'sticky' because of the inherent costs in moving packages for any decent sized company? If I had 4390 feature requests on a single product from its paying users, I'd either employ a lot more people to carry them out or give up on it.Xero seems to do neither, just take our money and refer us to the 'Community'. At least that would show some willing to improve their products. Why not work on some of the low hanging fruit. Xero just ignore us, or tell us that nobody wants that functionality, or vote for it. I am currently working on making the smoothest possible transition over to one of the various Sage platforms in the next financial year.I know that they are more expensive and also have their own niggles, but at least they seem to give a shit about their clients and their unique problems. The reliance on the 'User Community' to devise cunning work arounds for Xero's basic failings is really pissing me off now. Yup, seven months on from my post, and 4 years on from the original merged post and still no decent response. Action: Every X-hours, email a list of all invoices (and customer, and products and PO) changed to Paid in the last X-hours The latter seems the most practical to me.
Maybe the frequency should be adjustable too. If the PO is missing, I would know to order it.
It could also simply be a daily report of all invoices changed to paid in the last day with line items that include the customer name and product(s) invoiced, and associated PO. Action: When the invoice changes to paid, if there are any (specified) product types not on a PO send an email telling me what is missing. It could be an alert based on the product types in the invoice - some products I pay upfront so the customer does too while others I have terms on and will only bill the customer when the order is received. Though owners and finance might just like seeing what clients have paid, regardless of order status. The smartest mechanism to base this on (for my purpose) would be if something hasn't been ordered, I need an alert to say its been paid and not ordered yet. +1 I don't care how an invoice was paid, I just would like to be notified when certain invoices have been changed to paid, as a reminder to order the product.
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