Customer Statement - Automated statements for contacts
This is really for Xero Blue not practice manager, but you do not have a category for this,
Automated client statements - have the option to send out our practice statements on a regular basis i.e. weekly or fortnightly regardless of the days due or overdue!
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Pieter Swart commented
We have customer that require it daily. We work on prefunded account, so they check their balance and availability.
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Darren Cook commented
Yes please add this feature of automatic statements, this is very important to have.
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Chris Heunis commented
Definitely critical to our business operations.
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Richard Warren commented
With the increasing move to charging saas customers over different periods (Monthly/quarterly, annually), being able to have flexibility to send statements that match these periods would make sense.
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Konstantin Ryabenko commented
Hi everyone,
Try leaving your Xero feedback on TrustPilot and ProductReviews:
https://au.trustpilot.com/review/www.xero.com
https://www.productreview.com.au/listings/xeroXero wants to look good for their new customers, and with an influx of reviews, we have a chance to make our voices heard!
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Jenna Lawes commented
Automated receipts emailed through to customers once payments have been applied.
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Benjamin Stanley commented
Also worth upvoting on this thread
https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44961106-invoice-reminders-auto-email-statements-to-custo -
Benjamin Stanley commented
Yes this is true, and also when you look at
https://productideas.xero.com/forums/939198-for-small-businesses/filters/top
there are lots of things with 500+ votes.Of the options available in the Marketplace 'Statey' seems to be the most affordable. Any comments on Statey from folks here?
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Andy Parker commented
Most of the ideas here are eventually responded to by Xero with 'nah', so I'm not holding my breath.
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Benjamin Stanley commented
Zero response from Xero on this so far and 294 votes as well.
I wonder if this will ever happen 🤔
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Neil Cameron commented
Being able to send customer statements automatically to all customers at month end would be so much more efficient and don't think we should have to pay for an add on for this. This is a basic month end process that I would expect from any system.
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v massam commented
this would be super convenient, it would be great not to have to pay extra for this through a third party app!
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Maurice Korff commented
Having this feature as a PAID only addon seems ridiculous for such a fundamental business requirement." Come on xero"
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Le Gallez & Co Ltd commented
I could really do with this! Any News?
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Fiona Jakobs commented
Any progress on this?
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Qualifications Network commented
Whilst not automated there is a way to send statements to all (or selected) customers as follows:
Go to Business > Invoices > Send Statements. From here you can tick the box beside 'Name' to select all customers and then select 'Email' like you would if you were sending individually from a customers account.
Hope this might help some of you until Xero automate statements!
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Stephanie Cassimatis commented
This would help massively with credit control and help reduce admin. Please allow this to be a simple feature
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Hannes Olivier commented
Well, since XERO doesn't care to read, respond or change anything. I'm moving all my companies to Sage Online. Pricing is the same, the system is user friendly and the support from them is amazing. Xero truely is a joke.
https://www.sage.com/en-za/sage-business-cloud/accounting/#pricing
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Justin Breheny commented
Automated client statements - have the option to send out client statements on a monthly basis ie 1st of each month
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Norman Holliman commented
This woould reduce the workload of following up non paying clients. Of course a report shoudl be generated advsing the statement has been sent