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!

Hi everyone, apologies we've not provided an update here before now. Over the past year there's been a lot of development throughout Sales, more centralised around the new invoicing experience. With the upgraded technology new invoicing is built on we've been able to begin developing the send experience, with improvements to customise and send invoices, and help you get paid faster.
Being able to automate the send of customer statements is high on our product teams radar, however we want to be transparent that this isn't planned in the short term. As we continue to develop and uplift throughout the Sales experience this is definitely an area the team will draw closer attention to, however with lots of different projects on the go we aren't able to bring focus to this right now.
I want to assure you we'll keep reviewing this idea, and will share as soon as there's any related progress.
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Roxy Pringle commented
I live for the day Xero listens to what their users want rather than focusing on updates that actually add very little to productivity. In an age where we are all resource and time poor something as simple as not having to worry about manually sending out statements each month would make a huge difference for a lot of people...on both sides of the transaction! Check your priorities Xero!
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Jonathan Kropf commented
In 3 years, you are not able to do a simple thing like this and force uas to pay for add ons. It's actually bordering on ridiculous. As the previous poster said, the mechanics are there. Stop focusing on the pretty stuff and make sure your core functionality works.
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Sean Cogill commented
Our car now has AI!
(yes, we know its missing a tyre or two, but AI right?)
As a developer, I simply cannot believe how you haven't done this. It would take so little effort. You have the email templating mechanism already on invoices, you have automated sending mechanism already on invoices. Cut, paste, update and ship it.
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john Michaelis commented
This is a most basic business requirement. Making the program look pretty helps no one.
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Shannon McMonigal commented
This is such a simple request I'm shocked it's still not a thing yet. Automatically issuing monthly statements is such a standard thing amongst so many industries.
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Liz Sharpley commented
xero...."lets just increase our charges and give our customers stuff they don't want whilst also increasing their work load for no reason. Whatever we do let's NOT give them what they ask for!"
I really need month end statements. I do not need 'duplicate bill'.
suggestions.What planet are the xero developers on?
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Andy Parker commented
JAX is saving me so much time that I'm now able to hand write statements and post them to customers every month which they really appreciate. I'm so pleased the product team chose implementing a pseudo-AI search feature over this basic functionality that hundreds of customers have requested.
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robert andrews commented
This is so basic....
Instead you bring us Jax...
Looking for a new platform.
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Edward Kay commented
Hi Xero,
Before any work on this, please address https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44960536-xero-mail-send-as-company-name-com-not-message first.
Email sending features in Xero are useless until this is resolved.
(If you are following this issue, please upvote the linked email issue.)
Thanks
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Kourosh Ghaffari commented
We just use Trove (https://trove.works/) for this. Works perfectly and it's like £8
got tired of waiting for Xero to catch up
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Benjamin Stanley commented
Interested to know what alternatives folks are exploring. Moving platforms feels like quite a big process which I guess Xero rely on to keep us stuck here.
I'm paying £8 for Statey.app but it's not quite what we need as some customers want fortnightly statements and that's on the £40 plan which would make Xero + Statey pretty much £100 monthly. -
Michelle Milan commented
We are now looking at a new platform as this Company really does not give a **** about their customers requirements. The development team should be looking at what your customers really need not fancy stuff that will do no good for the end user. Xero will be losing our business by the end of this year and I hope others follow.
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Joshua Cannistra commented
This cannot come soon enough. We’ve been asking for this for years, and if there’s no movement on automating customer statements soon, we will have no choice but to move to another provider. This is a basic function for any accounting platform, and the delay is beyond frustrating. Please make this a top priority before you lose more customers.
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Marlene Goulder commented
We are already paying a monthly subscription to Xero, we shouldn't have to pay a third party a separate monthly subscription for a basic task.
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Johnathan Cerio commented
This should really be a regular feature, with many customers having to do this manually is not efficient at all.
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Jonathan Kropf commented
This ridiculous this simple functionality is not there and it isn’t getting bumped up
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Telemall Accounts commented
Pretty basic function not provided. Clearly not a priority for Xero to implement as it's been three years since this thread was started.
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Neil Humphries commented
Looking at the comments on this thread it is disappointing to note that it is low on the development list.
Such a basic task that shouldn't require everyone to have to do it individually.
The attitude from Xero, and indeed from other software providers, appears to be they'll do it when they want.
I would suggest that this is sorted before customers move to another provider.
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Angela Bigwood commented
This is a task that we have to do every month for every customer. Automating this would save so much time.
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Robert Moorehouse commented
Admin you do realise this has been a 10 year wait so far when you read the first comment on this one?
But more to the point what exactly is you development team actually building that’s being requested that justifies these latest price increases! You clearly don’t have a roadmap that answers customer requests for the last 10 yes 10 years