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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!

410 votes

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Maxine Bright shared this idea  ·   ·  Report…  ·  Admin →
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  • 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.

  • v massam commented  ·   ·  Report

    this would be super convenient, it would be great not to have to pay extra for this through a third party app!

  • Maurice Korff commented  ·   ·  Report

    Having this feature as a PAID only addon seems ridiculous for such a fundamental business requirement." Come on xero"

  • Qualifications Network commented  ·   ·  Report

    Whilst not automated there is a way to send statements to all (or selected) customers as follows:

    Go to Business > Invoices > Send Statements. From here you can tick the box beside 'Name' to select all customers and then select 'Email' like you would if you were sending individually from a customers account.

    Hope this might help some of you until Xero automate statements!

  • Stephanie Cassimatis commented  ·   ·  Report

    This would help massively with credit control and help reduce admin. Please allow this to be a simple feature

  • Justin Breheny commented  ·   ·  Report

    Automated client statements - have the option to send out client statements on a monthly basis ie 1st of each month

  • Norman Holliman commented  ·   ·  Report

    This woould reduce the workload of following up non paying clients. Of course a report shoudl be generated advsing the statement has been sent

  • Ian Saunders commented  ·   ·  Report

    This would be a bonus in terms of ensuring clients have a regular statement without increasing workload.

  • Lisa Simpson commented  ·   ·  Report

    I'd love this and it would help our cashflow hugely

  • Andy Bartlett commented  ·   ·  Report

    As other have said previously the fact that this is not part of the standard offering is a big minus!

  • Melissa Verryt commented  ·   ·  Report

    Some, not all, of our clients require statements, being able to automate this with a check box and monthly date would save a lot of time and hassle

  • Finance Four Pack commented  ·   ·  Report

    All users of Xero need to remember that Xero is not interested on addressing our commends, issues and needs.
    Xero is in this game SOLELY to make money out of us.
    This has been proven by their customer service and responses time and time again.

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