Customer Statement - Automated statements for contacts – Share and support customer ideas for Xero

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!

439 votes

Maxine Bright shared this idea · 25 May, 2022 · Report… · Admin →

submitted · 30 May, 2022

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Kyle Odendaal commented · 01 September, 2022 15:01 · Report

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

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William Albert commented · 26 August, 2022 10:59 · Report

100% Should be a feature

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Giacomo Plazzotta commented · 22 August, 2022 20:39 · Report

This should be implemented!

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Alicia Anderson commented · 19 August, 2022 11:16 · Report

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

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Maneesha Marzol commented · 26 May, 2022 14:23 · Report

Would be helpful! This was posted as a product idea in 2015 but still not actioned :( https://productideas.xero.com/forums/939198/suggestions/44961106

I read another post and someone suggested using: https://www.statey.app/

I am starting a free trial as we'd like to be sending monthly statements automatically too :)

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