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!
Maxine Bright
shared this idea
Hi everyone, apologies we've not provided an update here before now. Over the past year there's been a lot of development throughout Sales, more centralised around the new invoicing experience. With the upgraded technology new invoicing is built on we've been able to begin developing the send experience, with improvements to customise and send invoices, and help you get paid faster.
Being able to automate the send of customer statements is high on our product teams radar, however we want to be transparent that this isn't planned in the short term. As we continue to develop and uplift throughout the Sales experience this is definitely an area the team will draw closer attention to, however with lots of different projects on the go we aren't able to bring focus to this right now.
I want to assure you we'll keep reviewing this idea, and will share as soon as there's any related progress.
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Derrick Cant
commented
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.
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Qualifications Network
commented
100% - this should be a standard feature for accounts software.
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Alistair Norrie
commented
This should be a standard feature.
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Jeff Cornwell
commented
This is essential. Too much manual handling without it.
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Kyle Odendaal
commented
This would make the end of month administration side of things a lot easier for credit control!
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William Albert
commented
100% Should be a feature
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Giacomo Plazzotta
commented
This should be implemented!
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Alicia Anderson
commented
This should totally be a feature, you can set up auto invoicing why not this??!!
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Maneesha Marzol
commented
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 :)