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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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  • 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 :)

  • Kelly Ferguson commented  ·   ·  Report

    This is really essential to our business to increase the likelihood of on-time payments nd reduce admin.

  • Lloyd Knipe commented  ·   ·  Report

    Agreed, this should be a basic choice to allow for an AUTOMATIC sending of monthly statement programmed for a specific day of the month to manage cash flow. I am truly surprised it is not available in Xero as every statement monthly or not, is manual and costly to my business.

  • Richard Duke commented  ·   ·  Report

    I don't understand how this is not a feature yet? Ohh there is an app for that, really? Why do we need an app for something that should be a basic part of Xero... and who developed this app?

    Is this what Xero do now... Cherry pick the most requested features, develop an external app that plugs back into Xero, all so they can add on an extra monthly fee?

  • Jason Kiely commented  ·   ·  Report

    Im sure quick books already offer this - your software is great but this is a feature that should have been added from the start

  • Jane Cahill commented  ·   ·  Report

    Come on Xero. So many of us think being able to choose when and to whom statements are sent automatically, surely this should now be a feature?

  • Warwick Billings commented  ·   ·  Report

    Seems a very obvious omission, I got here by trying to figure it out as I assumed it would exist!!

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