Invoice Reminders - Auto email Statements to customers
Ability to send an automatic statement to customer
Purpose: To prevent late payment from customer
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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Cassandra McAllister commented
Automatic customer statements is a really basic finance office function. Any idea when this feature may be developed?
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Michelle Stephens Byrne commented
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!
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John Chesters commented
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.
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Nikki Velinsky commented
The system already sends invoice reminders so why not statements?
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Blair McLachlan commented
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!)
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Julie John commented
Mothly automated statements is a must for good credit control.
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Lana Johnson commented
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.
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Esther Santos commented
Why have only automated invoice reminders..This is a critical feature even for our practices. Please bring this in urgently, especially South Africa.
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Brad Moore commented
Can we PLEASE have an update on this feature? Is it happening soon? Is it not?
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Phillipa Daw commented
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.
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Konstantin Ryabenko commented
Hi everyone,
Try leaving your Xero feedback on TrustPilot and ProductReviews:
https://au.trustpilot.com/review/www.xero.com
https://www.productreview.com.au/listings/xeroXero wants to look good for their new customers, and with an influx of reviews, we have a chance to make our voices heard!
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Jonathan Milburn commented
Are statements not automatic? thats a basic ?
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Christine Weldon commented
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
@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.
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Anthony Nixon commented
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.
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Luigi Bufalino commented
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.
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Jill Griffiths commented
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.
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Di Sampson commented
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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Daniel Collins commented
Auto send statements on preset dates.i know this is a paid add on but who wants to pay $10 a month for such a basic setting every other account package has as standard
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Zonzo Director commented
PLEASE!!!!