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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James Lightbody commented
Have needed this for so long. Team has to manually download them and send every month. If we forget we don't get paid. Extremely annoying! Would really appreciate if Xero could build in automation on this - even as simple as a check box on the automated invoicing that says 'automatically send statement with invoice'. That's all we need.
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Natalie Dahoud commented
would save a tremendous amount of admin time for our finance team
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Benjamin Stanley commented
I guess that's where https://www.statey.app has come from. I'm currently paying the £8 monthly to send a PDF on 1st to each customer with an outstanding balance.
Still not quite what I need as some customers want a statement even if their balance is £0.
It needs to be inside Xero really so I can set it on a per account basis with some variables like
"Always send (even if balance is £0)"
"Send when there are 30+ day invoices"
"Send when there are 1+ day invoices" -
Brett Alan Chapman commented
If everyone using Xero chips in a few $ im sure we could just pay some IT guy wanting to start a business to create a new software package for the people by the people.. Start listening to your customers Xero.. One day it will be too late.
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Accounts Colin Cross Printers commented
So long overdue it hurts, how can a company sell accounts software without this feature. Surely it would take a good dev team about half an hour to implement this.
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Finance Four Pack commented
Xero does not give a Rats **** about the requirements of their clients, only about taking their money...
This has been proven over and over again. -
Shaoyi Hempson commented
I need this feature like yesterday! Please add it on Xero!
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Streamline Auto Parts commented
This is a critical tool that at the moment is a labour intensive monthly task that shouldnt be if it had the same functionality as the set invoice reminders on or off.
This will need to be when you set a new customer up as each individual customer has different requirements including customers that done want to be bothered with reminders.this is really an easy fix and will change Xero users lives giving them more time to concentrate on their businesses !!
Keep me posted please !
Regards
Paul Cooke
Streamline Auto Parts -
Joanne Purcell commented
It's critical to business cashflow to have reminder statements going out regularly.
With only 5 invoice reminders available, there are no reminders after the last one goes out.
So, out of mind, out of sight! -
Luke Grayson commented
This should have been added years ago.
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Nicole Oberholzer commented
This would be such a big help, especially for monthly invoicing. What would be great if they can include a balance of account when invoices are sent out.
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Monisha Katudia commented
its is very important to have automated send statements.
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Fiona Bunting commented
This would be very useful. Why can we automate reminders but not statements?
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Jenelle Close commented
I have clients asking for the feature.
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Rosie Cooper commented
time and efficiency critical feature.
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Richard Pinder commented
Xero can send automated invoice reminders but not statements
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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.