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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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  • Philip Van Schalkwyk commented  ·   ·  Report

    There is a great little APP to do this: "Statey".
    But having to pay USD 10 per month extra to get the functionality is a sad state of affairs.

    Dear Xero
    Please buy and incorporate "Statey", then you can address this immediately.....

  • ACCOUNT Khine commented  ·   ·  Report

    Monthly Auto statement sent out should be a standard feature. Manually and sent to one by one consume a lots of times and can't work for customer who have different outlet since also not allow duplicate contact name.

  • Philip Van Schalkwyk commented  ·   ·  Report

    Please prioritize. Having to manually do this monthly is a problem for the majority of our clients.

  • Rachel Teh commented  ·   ·  Report

    We have different division wanted the debtor statement to go out automatically from blue xero. It has been a pain having to micro manage whether each friendly invoices reminders has go out to client.

  • Colin Richards commented  ·   ·  Report

    I would have thought being able to send regular statements, just like the invoices feature would be easy and standard!

    New selective licencing terms in Liverpool mean we no have to manually send every tenant a statement of their account even if the is no problems... Just more work and things to try to schedule!

  • Karen Lloyd commented  ·   ·  Report

    Yes please, I have a number of customers requesting monthly statements and I have to diarise to manually send them each month which is extra workload so if this could feature could be added it would help immensely.

  • Derrick Cant commented  ·   ·  Report

    There should be a field within the customer account which you can select to send statements or invoice reminders etc. We have customers with different requirements so to fully automate the process it would be great if each customer can be customised.

  • Jeff Cornwell commented  ·   ·  Report

    This is essential. Too much manual handling without it.

  • Kyle Odendaal commented  ·   ·  Report

    This would make the end of month administration side of things a lot easier for credit control!

  • Alicia Anderson commented  ·   ·  Report

    This should totally be a feature, you can set up auto invoicing why not this??!!

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