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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!

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Maxine Bright shared this idea  ·   ·  Report…  ·  Admin →
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  • Vikki Days commented  ·   ·  Report

    This would be helpful for when you are not in the office on the usual day of statement sending or are on leave

  • lindsay Campbell commented  ·   ·  Report

    Please include this - this really would help the SME's to have it automated.

  • Andy Parker commented  ·   ·  Report

    This feature would save us a **** of a lot of time and help our cashflow.

  • Rowena Thompson commented  ·   ·  Report

    Hi Xero, please prioritise this - there is massive demand for it

  • Naylz Bay Topsoil commented  ·   ·  Report

    this is critical. What features are you working on if you can't implement something as simple as this and adding interest automatically.

  • Reyer Meihuizen commented  ·   ·  Report

    yes yes yes, why not?? some customers wont pay unless they have a statement in addition to then original invoices

  • Matthew Corey commented  ·   ·  Report

    I love this idea, and it should already be available, unfortunately I think we can all agree that Xero just aren't going to do it anytime soon. They are too focused on redesigning reports and other "Improvements" which only align to their desires, not their customers needs, wants and desires.

    It's the one continuous theme I have noticed is that the Xero team only focus on their own internal desires for the software, and pay little attention to the needs of their customers.

  • Ania George commented  ·   ·  Report

    that must be so easy to implement! come on Xero team!

  • Kristian Coles commented  ·   ·  Report

    This would save our clients huge amounts of time chasing their debts and would be a great selling feature of Xero

  • Nathan & Amy Spitzer commented  ·   ·  Report

    Great idea and surely easy to execute given there are options to automatically send invoices and also reminders for late payment. Thanks!!

  • Cath Hopson commented  ·   ·  Report

    There are regular cx which require statements to pay their invoices. A way to automate this not only for our own files, but also for client files is a must!

  • Marko Cosic commented  ·   ·  Report

    Sending statements manually to idiot customers is a total pain in the backside. Automating this is easy. Why the heck isn't it here already?

  • Tracy Packman commented  ·   ·  Report

    I can't understand why this isn't already incorporated in Xero. The more I use Xero, the more I am disappointed with it's lack of basic tools.

  • Lee-Ann Gordon commented  ·   ·  Report

    This would be a great feature especially during close down periods over holiday breaks.

  • Bathroom Genie commented  ·   ·  Report

    I actually find it quite appalling that this functionality is not already an option available and I would expect to find it as part of the foundations of any accounting software. Having to pay extra for this through Statey is ridiculous.

  • Vienna Lock commented  ·   ·  Report

    I have a client with over 900 customers who we have to send manual statements to each month. Automaric statements should be standard

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