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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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
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Andy Parker commented
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.
The above doesn't really seem like that's the case? It cannot be a priority when it's been asked for for more than 3 years, but still nowhere near being done.
This is a basic accounting function for most business and should be integrated within the system.
Come on, this should be sorted by now...maybe less time on cosmetic changes and more time on real functional changes!
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Lyndsay Marks commented
Xero needs to see that there clients are asking for these feature for running business
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Sophie Storm commented
Seems like something simple to add that would be very effective to running businesses.
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Annie Chan commented
I've had a lot of customers ask for this so would love to see this added
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Monika Zablocka commented
Lukas Hartzenberg - agreed, it would be an icing on the cake!
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Lukas Hartzenberg commented
Please also add feature where date of statement can be changed for each individual client.