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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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  • Janine Trembath commented  ·   ·  Report

    We would also like the option to automatically attach copies of invoices owing when sending statements.

  • Greg Cunnington commented  ·   ·  Report

    This is such a basic function, and your software is sub-par without it, sort it out!

  • Light of Night commented  ·   ·  Report

    Xero team, please make this available as soon s possible as this is absolutely necessary.

  • Joel Shin commented  ·   ·  Report

    It is simple and necessary. Can't see why Xero has not implemented yet...Just ridiculous.

  • Ando Ralaison commented  ·   ·  Report

    We really need the statement to be sent automatically to the customer.

  • Karen Cox commented  ·   ·  Report

    It does seem that Xero has failed to include a basic and common request

  • Chris Rogan commented  ·   ·  Report

    Saw Statey - but it should be standard functionality...

  • James Vizor commented  ·   ·  Report

    There's a perfect solution to this, it is just going to cost extra https://www.statey.app/ Using Statey for about 6 months now, it does exactly what you need.

  • Chris Rogan commented  ·   ·  Report

    Seem to get a lot of notifications about this subject - but Xero just aren't interested in basic end-user features now. Given this was raised by them in 2015. Priority is their Accountant Partners who have become their main sales channel and who they love these days. I just hope there's a new company that'll be the Xero of old about to emerge.

  • Barry Demetriou commented  ·   ·  Report

    I can't believe that such a fundamental part of accounting is not available. It seems pretty simple to me, you can opt in which customers
    that you want (or all) statements sent to, if they have an outstanding balance they get a statement, if their account is at zero, they don't get one.
    Statey is all well and good but its another cost that we shouldn't have to pay as this should be an option with a set up the size of Xero.
    If its not going to be an option then I'm going to look for another provider. There are plenty out there/
    Come on Xero, where is it?

  • John Chesters commented  ·   ·  Report

    An unfortunate oversite I imagine, like all the others.

  • Gary Greyling commented  ·   ·  Report

    As an interim solution (while we wait for Xero do this natively), there is a plugin on the Xero App store called "Statey".

    It syncs your Xero data and generates automated monthly/weekly customer statements and saves all the email receipts.

    Yes, it costs some money, but its something for those in need while we wait.

  • Sign Effects commented  ·   ·  Report

    Seems like such a basic function to be built in, surprised it is not already an option. Would save plenty of admin time to process these manually.

  • Luca Sanna commented  ·   ·  Report

    Another very basic feature I wonder why is NOT already in.

  • Shann Korant commented  ·   ·  Report

    Would be very beneficial and save lots of admin time

  • Stef Hemsworth commented  ·   ·  Report

    This is surely basic and an easy thing to build. We have to send a statement at the beginning of every month so needless to say this would be a very useful option and I'm surprised it's not available.

  • Lana Markham commented  ·   ·  Report

    Wish to have it ASAP, it would be very helpful to both, us and our customers

  • Carla Byrne commented  ·   ·  Report

    Please add this function as a priority. Just as we can send out recurring invoices automatically, so we should be able to do so with statements.

  • Carol Kain commented  ·   ·  Report

    really important feature to add please

  • Nathan & Amy Spitzer commented  ·   ·  Report

    Great idea and surely easy to execute given there are options to automatically send invoices and also reminders for late payment. Thanks!!

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