Customer Statement - Send an overdue invoice statement
The option to manually or automatically create an overdue statement for late paying customers
Mark Scarlett
shared this idea
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Gary Washbourne
commented
I have similar issues where I would like to send a statement for a selected range of invoices that are outstanding but the lack of ability to select the invoices you would like to include in the statement is very frustrating. It would be appreciated if this could be included in the software the ability to select individual invoices.
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Gary Greyling
commented
Hey Mark, Theres a plugin for Xero that does this (see https://www.statey.app)
You can set it to email an "outstanding" statement to all customers with overdue amounts weekly or monthly.
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Webstein Accounts
commented
There's no way to only show outstanding invoices as at a certain date - xero support have confirmed this and suggested I add it as a 'suggestion' - i would find it very helpful to me
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Webstein Accounts
commented
Send Statements, Outstanding, Select Date.
We want to send statements to our clients for invoices that are 30 days overdue - so if I put in the 28th February 2022, Xero brings up a list of all overdue invoices as at that date however some of those invoices have been paid so if I send out the 'Activity Statement' its not a true record of the invoices outstanding.
I would like Xero to change this so that you can either click on each invoice you want to send out ie the ones that haven't been paid or Xero only shows the unpaid statements as at that date (remembering that 'Outstanding' has been selected.