Enter your idea

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

PLEASE!!!!

wow, EIGHT years now since the idea was shared, six months on from the update and no nearer...???!!

As others have said, it surely really have been a standard feature by now.

Can't wait for this.

While Xero doesn't support this natively if you can afford an extra 3rd party app. Paidnice (https://paidnice.com/) supports invoice reminders for email + SMS. It can handle all the uses you have outlined below Caz..

When you do get to this, options I would like to see are:

All Customers:
- Option to send or not send statements automatically.
-- If the option to send automatically is selected, then:
--- option to choose what date and time to send them
--- option to insert a notice to all customers on the statement
--- option to be notified when opened/read by the customer

Individual Customers:
-- Option to choose which individual customers to send statements to
-- Option to choose what date to send the statement for each customer
-- Option to be notified when opened/read by the customer
-- Option to add a notice on the statement to be read by the individual customer

I hope this suggestion helps.

In both cases, on statements to be read by all customers as well as an option to send customized

Being able to individually select customers to automatically send monthly statements to.

Having time to move everyone across to the horrible new reports but didn't have time to automate the email statements in the last 8 years.
You've done a great job Xero!

Statements set up and sent automatically is something I have been waiting for a long time, approx 7/8years.
It's important because we have several clients that we have multiple jobs ongoing with and invoices are being missed due to having so many to deal with. A single statement going out monthly would help when they do their payment runs. Maybe if we could allow the option of a date per customer so we could have it automatically sent out on the day they do their payments, this way it also doesn't get lost within their email inbox.

Hey @barry

Take a look at "Statey" on the Xero app store.

It automates statement runs, with smart lists so that it doesn't spam people that haven't traded with you recently.

What are your timescales for this please? With more and more clients only paying on receipt of statement, as a small business it is a very time consuming exercise to keep having to go through accounts. Why is it so hard to create a function whereby if a client account has invoices that are overdue xero can automatically send them a statement of account? I would like to know how important you think this is to the end user, as I am now actively looking to move a to a new accounts provider that will accommodate what is a must for me.

Also, what is Xeros tie in with Statey? From what I can see it is a stand alone app that integrates with xero to set up automated statements. Why cant you do that instead of tag teaming with another app ...THAT WE HAVE TO PAY FOR! Get to grips with it please xero before we vote with our feet.

This is such a standard, basic function, that surely is not that different to automated invoices being generated and sent. Very poor showing by Xero not to have implemented this feature after all this time. If you're not capable of doing both, stop wasting time modernising existing features and focus on implementing basic features such as this that should have been available a long time ago.

Yes fully agree, not user friendly enough

Sadly agree @Chris Rogan

Xero has just become a very tired old product with no basic user driven development. If it was accountants asking for this feature it would have been done years ago. Its really sad to see such a once great product that was built upon the back of end-user feedback just neglect its previously loyal following. All about accountants these days - just like Sage did, wonder what will come next..

I've heard this before, With Activity statements in 2014 which had been saying the same thing since 2012.
So I wouldn't be getting my hopes up that this will be done anytime soon.

When will we get this basic yet vital feature to help collect AR faster

How is this not a standard feature?

Hang on, this thread was started over 7 years ago! Seriously?
For something so simple, obvious and necessary as statement automation!
Xero, come on, what are you playing at?!!!

Yet another utterly obvious, basic feature I've just discovered is missing from Xero. And I'm not going to accept this model of 'charge users for half a package and get 3rd parties to charge them the rest'. Statey, at £18/month for the only version apparently not emblazoned with Statey branding is an outrage. I'm not going to play - another reason to seek a Xero alternative.