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@kate

It's so frustrating that Xero do not post any kind of update on this thread. Even saying that some work was done and they've gone away to re-think would lessen our frustration. As it is, the absence of any kind of feedback/reporting in just reads to the users that they are not listening or doing anything at all.

@Marc I participated in research on this in February - their very early stage prototype for automated statements needed a lot more thought for it to be usable. In the format they had designed I wouldn't have used it even if it was available as it was too rigid and not flexible in terms of who/how statements were sent. Sometimes I wonder if the developers actually understand how their customers use the products when they design so called improvements. I suspect (but don't know for sure) that they may have gone back to the drawing board hence the radio silence on updates since?

Many years later, still waiting on the simplest of functions to become available!

Whilst Xero focuses their energy on Ai functions and evolving yet can't automate statements.

At this rate we will be waiting another 10 years.

@Christine, I registered my interest back in January, but heard nothing from Xero!

Also a reminder for anyone using any of the paid apps to send emails on your own domain, I wrote a free version that is completely open source.

You run it on your own hardware, it can even run as a sub folder on your website, so no additional hosting costs are required.

Have a look and ask questions if you have any.

The source code is available on my GitHub - https://github.com/MarcBanyard/XeroMailerWeb

The compiled code is here - https://github.com/MarcBanyard/XeroMailerWeb/releases/download/v1.0.2/XeroMailerWeb.v1.0.2.zip

Kelly one of the managers did post an update on this in January 2026, asking for people to take part in development - but not sure how many people would have volunteered to be part of the project.

Her message is below -
'Kelly Munro (Community Manager, Xero) responded
· Jan 5, 2026
Hi team, leaning into the new year our teams are deep in discovery and research of how we could best solves for the needs here.

We'd like to invite you into this process to provide further input to our product teams discovery.

If you'd be interested, register your interest with our team through this link - Your feedback would be invaluable to our teams. Thanks!

I'll be back to share more again as this progresses.'

I mean this post is only 11 years old now

We have had to pay for Statey.app to do this. It works, but not sure why we must pay for a simple accounting system function that should be there.

An update on automatic emails for regular customer statements would be great. I'm sure many customers are waiting for this functionality!

@Kelly Munro - as per below, be great to get an update. Is this anywhere near to being provided? basic functionality and little engagement/advice from Xero in regards solution and timing. Anything would be better than current functionality of no ability to send statements automatically

Agree, given the support for this key function an update is needed from the last message almost 6mths ago.

Isn't 1129 votes enough?!

@Kelly Munro, Has there been any update on this request and the related request to email scheduled reports (Including Statements) since the discovery and research phase in January.

Hi Andy

You hit the nail on the head here. I find this to be a common problem with most IT Companies. We use use several software program in our companies

I will NOT RECOMMEND XERO TO ANYONE until they Fix the statement issue

This is not acceptable !@ it affects our productivity and is a basic requirment for all accounting packages

Still waiting for this...

It's frustrating to watch XERO roll out AI features, UI refreshes, and price increases while core functionality remains broken or missing. I'd trade a modern interface for reliable, working basics any day.

Not sure these posts go anywhere...but at least it's on record. Clearly not alone in feeling this way.

PS I posted the issues on Statements 2 years ago,
Can we get Feedback from XERO as to why the are do not seem willing to set up the facility whereby we can send out automated statements

This will save everyone a lot of time !

I found that this topic is more than 10Y old. It is a disaster!!! This shows the program developers' lack of understanding of how an accounting program should work.

I am very surprised that Xero does not have an automatic statement-sending feature at the end of each month. This is a vital feature for this type of application. It is simply useless without such a feature. Imagine that you have over 10K clients and you have to send them statements manually at the end of each month. This is simply absurd. Maybe we need to look at other platforms.

Statey is a minimum of $15pm, not really justifiable for a small business when we need multiple addons to fill the gaps in Xero

The ability to send an outstanding reminder notice to Customers that includes a list of multiple invoice that are outstanding.

Our customers can have upwards of 40 invoices per month, and for a 30 day EOM customer, I would like to be able to send 1 reminder that their account is past due.
I don't want to waist time sending individual invoices, or resend a statement, but more a letter that is clearly different from an invoice and statement that outlines what is overdue and how much is due.

Statements are easily ignored if a customer thinks they have already paid, a letter is not so easily ignored, and can act in a legal capacity as a first demand for payment.

Hey everyone,

Check out Statey on the Xero app store. It does exactly this:
"set and forget" smart-lists for customer statements.

Also offers better statements, with things like sections for outstanding, age analysis, and activity.

A nice, neat solution. Sure, its an extra, but a handy one while we wait for Xero.

This should form the basis of any accounting program. It will make a life a lot easier, save time and increase productivity.

Regards Chad

Kelly, a section on the contact card with:

[ ] automatically send statements [Y/N]
[ ] only if there is an outstanding balance (otherwise always)
<dropdown> how often? (options: weekly, monthly)

The remaining question is which People in the contact record to send the statement to. The default could be All but I expect that there are some customers of Xero who would benefit from being able to select which kind of automatic emails each Person in the Contact receives (auto-invoice-reminders; auto-statements and possibly other auto-communications in the future), so that structure might be worth building now.

Kind regards, Giles

I am a Duck Farmer. Even I can see this is necessary.