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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!

400 votes

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Maxine Bright shared this idea  ·   ·  Report…  ·  Admin →
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  • Streamline Auto Parts commented  ·   ·  Report

    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  ·   ·  Report

    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!

  • Nicole Oberholzer commented  ·   ·  Report

    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.

  • Fiona Bunting commented  ·   ·  Report

    This would be very useful. Why can we automate reminders but not statements?

  • Richard Pinder commented  ·   ·  Report

    Xero can send automated invoice reminders but not statements

  • Pieter Swart commented  ·   ·  Report

    We have customer that require it daily. We work on prefunded account, so they check their balance and availability.

  • Darren Cook commented  ·   ·  Report

    Yes please add this feature of automatic statements, this is very important to have.

  • Richard Warren commented  ·   ·  Report

    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.

  • Jenna Lawes commented  ·   ·  Report

    Automated receipts emailed through to customers once payments have been applied.

  • Andy Parker commented  ·   ·  Report

    Most of the ideas here are eventually responded to by Xero with 'nah', so I'm not holding my breath.

  • Benjamin Stanley commented  ·   ·  Report

    Zero response from Xero on this so far and 294 votes as well.

    I wonder if this will ever happen 🤔

  • Neil Cameron commented  ·   ·  Report

    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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