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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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  • Juan Mostert commented  ·   ·  Report

    Clients pay on schedules and need statements to reconcile with invoices. This feature would improve cashflow radically.

  • Paul Brace commented  ·   ·  Report

    It's a MUST to have auto statements and chasing on an accounts system

  • Rodney Griffiths commented  ·   ·  Report

    Crazy that Xero doesn't have an auto statement facility. Using an outside source like "Statey" is ridiculous, never mind the extra $10 a month you have to pay. Doing up Statements manually is time I thought I wouldn't have to make up using Xero. Bit silly really.

  • Gary Greyling commented  ·   ·  Report

    Hey Karen

    You should check out "Statey" on the Xero App Store.

    It's a plugin for Xero that automatically sends statements to your customers.

    You can customise the schedule to run weekly/monthly, and you can tweak the format of the statement itself.

    It can also send based on 'smart filters', like only sending statements to customers with an overdue or outstanding amount.

  • Karen Lloyd commented  ·   ·  Report

    Only here, like a lot of others, as I was looking in to how to send these and assumed it would be an existing feature. Very disappointed to find it's not as currently I have to manually send these each month to some customers.
    The addition of this feature would be brilliant and would save me a lot of time.

  • Lindsey Sugars commented  ·   ·  Report

    I got all excited then and went to check out Statey only to find, of course, there is a monthly fee. We shouldn't really be paying extra for a basic, and fundamental, accounting function.

  • Chad Botha commented  ·   ·  Report

    Thanks Gary definitely going to try "Statey" seems you have all areas covered,

    Interesting comment that certain customers do not want to receive a statement, I understand if there is nothing due but if a customer wants and account, and they owe money, the cannot really chose not to receive a statement, that would be a condition of business.

  • Gary Greyling commented  ·   ·  Report

    Hey Hana and Taneta

    You can setup automated statement runs with the "Statey" plugin. It can automatically exclude people who are paid-up, and you can permanently exclude people that don't want statements.

    Check it out in the Xero app store.

  • Hana Le commented  ·   ·  Report

    But some customers do not want to receive statements. If the auto email can exclude the customers who are turned off for reminder would be great!

  • Taneta Kerr commented  ·   ·  Report

    If Xero could automatically send statements on the 1st of each month to all contacts who have an outstanding amount regardless of the due date that would be amazing!

  • Chad Botha commented  ·   ·  Report

    Very surprised that XERO does not offer this as it is an critical part of any accounting feature and would save a lot of time

  • Joanne Matthews commented  ·   ·  Report

    To be able to send out a statement automatically every month would be very helpful

  • Duncan Sinclair commented  ·   ·  Report

    Who has time to do a manual statement run each month?.... I totally agree!

    This should be a part of Xero and not an external app. Have they ever run their own small business, probably not.

  • Bindu Sethuram commented  ·   ·  Report

    Currently I have had to set my own calendar reminder to email and chase up some of our suppliers at the start of each month to send us regular statements to manage cash flow. Would have been a task less for me if Xero had a feature where the supplier could just tick a box to automatically generate a statement by a specific date.

  • Alex Virtue commented  ·   ·  Report

    Thank you Gary Greyling, I just discovered statey and am trying it out!

  • Gary Greyling commented  ·   ·  Report

    We've been wanting this for many years, and so we decided to build and share a plugin that does this. Check out https://www.statey.app

    We're not Xero. Just a small team of software developers scratching our own itch, and sharing it with anyone else that would find it useful :)

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