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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Norman Holliman commented
This woould reduce the workload of following up non paying clients. Of course a report shoudl be generated advsing the statement has been sent
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Ian Saunders commented
This would be a bonus in terms of ensuring clients have a regular statement without increasing workload.
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Lisa Simpson commented
I'd love this and it would help our cashflow hugely
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Brian Cohen commented
Upvote
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Kirstin Brown commented
this would be an amazing feature
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Andy Bartlett commented
As other have said previously the fact that this is not part of the standard offering is a big minus!
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Chris Parker commented
It is mind blowing this isn't already an option
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Melissa Verryt commented
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
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Finance Four Pack commented
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. -
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!!