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Xero Accounting app - Ability to send statements from the mobile app

Sending a activity statement or outstanding statement from the mobile app

34 votes

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David Boyes shared this idea  ·   ·  Report…  ·  Admin →
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  • Alwyn van Zyl commented  ·   ·  Report

    Similar to other users, I am often not close to my computer, and having the feature in the mobile app would be very beneficial.

  • Craig Cawood commented  ·   ·  Report

    This is critical to me being on the go and using the mobile app.

  • Charwyn Bigham commented  ·   ·  Report

    With life on the go as a Mum and self employed this option would be extremely beneficial to have while at kids sports practice when I have time to actually sit and catch up.

  • Terri Kayed commented  ·   ·  Report

    A necessity when away from the office, especially when credit notes are issued on an account and I need to send a client his actual balance due.

  • Alyona Bounetska commented  ·   ·  Report

    Working away from the office, and interacting with clients absolutely requires the ability to send statements from a mobile app device.

  • Louise Middleton commented  ·   ·  Report

    It would be great to have the following available on the Mobile App:
    1. Send Customer Statements
    2. Convert a Quote to a Draft Invoice.

  • zachary Kliska commented  ·   ·  Report

    Having access to statements in the Xero mobile phone app was the quickest way that I had found to send a screenshot of a customer statement to a mobile phone. It used to be a very effective way of prompting customers to pay overdue invoices, especially those who are busy, and do not always have time to check and manage their emails. It used to improve my cashflow, and I could get it done anywhere, anytime.

    Thank you "David Boyes" for sharing this idea.

  • Jo Craig commented  ·   ·  Report

    I Spend most of my day interacting with customer face to face, and using Xero via the Mobile APP.
    Being able to send a Statement to a customer via the APP is a critical business requirement

  • KARL COLEMAN commented  ·   ·  Report

    To me Xero is all about being able to respond to requests quickly. Answering requests for customer statements is very important to me while using the app.

  • Nicola Martyniak commented  ·   ·  Report

    Lots of our clients se the mobile app for invoices and therefore it needs to be a function where they can send statements too.