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Invoice Reminders - Auto email Statements to customers

Ability to send an automatic statement to customer

Purpose: To prevent late payment from customer

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Thanks for your support on the idea, everyone. We thoroughly appreciate your participation, and letting us know where you'd like to see change across Xero.

Customer statements, is an area of Xero that needs upgrades to it's technology in order to make ideas like this one here possible.

Currently, while we have plans for modernising this space soon we cannot commit to any new developments for Statements until this work has been complete. Once this has been done I'll round back to the idea here when we can reset the objectives.

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  • Shaun Rhodes commented  ·   ·  Report

    This should be a basic function of any accounting software.

  • Charlotte Jakes commented  ·   ·  Report

    being able to chose if statement chasing for overdue instead of per invoice chasing would be extremely helpful! Would be great if we could set up the overdue reminders for statements!!

  • Cassandra McAllister commented  ·   ·  Report

    Automatic customer statements is a really basic finance office function. Any idea when this feature may be developed?

  • Michelle Stephens Byrne commented  ·   ·  Report

    Remember in the new development to add the option to send Customer Statements to a selected 'Group' - this should have been developed as a matter of priortiy. So ridiculous that this is not a standard option!

  • John Chesters commented  ·   ·  Report

    Customer statements, is an area of Xero that needs upgrades to it's technology in order to make ideas like this one here possible.

    Maybe time should have been spent on that rather than the new invoicing system.

  • Nikki Velinsky commented  ·   ·  Report

    The system already sends invoice reminders so why not statements?

  • Blair McLachlan commented  ·   ·  Report

    To add to this - could we send customer statements by group of customers?

    Could then designate customers who need a little more "encouragement" then others or different trade terms etc - rather than just sending to all and having to unclick (could easily miss one!)

  • Julie John commented  ·   ·  Report

    Mothly automated statements is a must for good credit control.

  • Lana Johnson commented  ·   ·  Report

    I won't be moving my practice over until client statements can be automated, not only for monthly statements but to automate monthly invoices such as subscriptions.

  • Esther Santos commented  ·   ·  Report

    Why have only automated invoice reminders..This is a critical feature even for our practices. Please bring this in urgently, especially South Africa.

  • Brad Moore commented  ·   ·  Report

    Can we PLEASE have an update on this feature? Is it happening soon? Is it not?

  • Phillipa Daw commented  ·   ·  Report

    Please can you address the Automation of Statements. This is a basic requirement for all SME's and needs to be on a high priority please.

  • Christine Weldon commented  ·   ·  Report

    Please Xero, the Automate of Statements is a must in all Accounting Packages, can Xero stop changing what the screens look like and start concentrating on what is needed to run even smoother accounting systems.
    Xero needs to have a set up where one can Automatically send out Monthly Statements to their clients, so invoices are paid promptly. Xero goes on about invoices being paid on time, Statements go hand in hand with this.
    I would like to see this addressed sooner rather than later.

  • Chris Rogan commented  ·   ·  Report

    @Luigi - because Xero only pander to accountants and their needs rather than end-users now. It's become as complacent as Sage and awaiting a new competitor to wipe them out... hopefully soon.

  • Anthony Nixon commented  ·   ·  Report

    I would love to see this happen. Specifically with the amounts/overdue by days in red as you see when viewing via the Dashboard as opposed to running a statement report. See the example to make more sense.

  • Luigi Bufalino commented  ·   ·  Report

    Why are all these ideas too hard to implement? You know what isn't too hard to implement? Changing to a system that has all the critical features and functions to make our lives easier.

  • Jill Griffiths commented  ·   ·  Report

    It would be a great help to us to be able to automatically send statements rather than having to take the time to send individually each time. This should be a standard option.

  • Di Sampson commented  ·   ·  Report

    Would be a massive help for small business and something I think is critical for a so-called "beautiful Software" company to offer!!!!

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