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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Susan Jones commented
How is this not a standard feature!
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Daniel D commented
Hey Xero Team,
Statements is a integral to accounting. Sincerely hope that the team, would remove bloat, and start adding features that users will use. The reason why clients used Xero in the past was becuase it powered small--medium businesses with a great product ^^. A product speaks for itself, thanks guys!
Price of this product has increased by >40% in a year.
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Kishor Lamdande commented
Hi Xero Team,
We are looking for this function to be rolled out from Starting of this year. Team was telling me this is in the pipeline. After 9 months also we did not receive this function in Xero.
We want to send Auto Email Statements to contacts.
Please look into this on high priority.Almost all businesses are looking for this feature as this is the standard practice for maintaining transparent business with all clients.
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Cath Lewis commented
Why has Xero not moved on this? It seems obvious and universally useful.
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Philip Van Schalkwyk commented
While we wait for Xero to add this, try Statey. It's a Xero add-on app. Yes, the base version costs USD 10 p/m, but it works great. Fully automated, let's you know when statements are sent. We use the base version in our practice, and it avoids having to remember and then manually run statements.
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Hannes Olivier commented
I think we can all agree that XERO doesn't care about their clients.
I'm happy to say that we're moving over to SAGE Online. XERO is absolutely abysmal. Look at how old this comment is, and yet XERO hasn't even responded with a "Wow this is a **** idea" or a "We'll look into it".
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Mel Morrisby commented
An essential service. This would save me so much time. And I always forget.... even with reminders set.
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April Dale commented
This is essential.
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Diana Cosa commented
Having the option to sent statements automatically at a certain date is important.
Will be great to have this feature added.
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Chays van Deventer commented
Most of our clients have internal processes that require the invoice and statement be sent before payment.
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Joy Crookston commented
This would be really helpful to have!!
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Bryan Muge commented
Adding to this, if automated a user notification incase of prompt/adhoc adjustment.
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carolyn austin commented
I vote for this too.
It is confusing for the customer to just get a reminder for one invoice outstanding when there are actually more outstanding.
Within the Invoice Reminders set up, it would be helpful if we could have the option to automate sending both a statement and all outstanding invoices at regular intervals if overdue.
Also, Invoice Reminders need an “and every xx days thereafter” option so that reminders don’t stop if payment has not been made.
Thanks
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Finance Four Pack commented
I do not know why we bother logging this. Xero hates their customer and provides no support.
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Hannes Olivier commented
Nevermind everybody. After waiting for 12 months I’m taking all my companies to Sage Intacct.
Also, Sage answer their phones when you phone them.
I’m more disappointed in Xero than I am in my ex girlfriend….😒
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Leisha Chapman commented
Very important - I want to transfer someone from MYOB and they are not sure they want to lose this function available in MYOB
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Clare Kendall C.FICB commented
This would be very useful indeed but would need to be configurable to choose which clients would receive statements
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Amy Vine commented
Really need the option to add in contacts separate email addresses for statements separate to invoices... Few things that should be included to Xero to make it more smooth sailing for certain businesses and am not sure why they sit and wait for a ridiculous amount of people to suggest it before even considering.
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Barbara Olejnik commented
That's a shame that Xero doesn't do anything with some o the basic and crucial problems i options reported to them for the years.
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Taryn De Villiers commented
There is another VOTE for the same thing from 2015. Does look like we will get much hope of this every happening... Very Sad.