Customer statements - A tick box for when statements have been sent
When a statement is sent to customers it would be great if there was a tick or "sent" next to the customer details in the statements section. At the moment i tick the "send me a copy" box. But i am always having to go back to my emails to check or manually writing down who has been sent statements.
Michelle Meyer
shared this idea
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Mandy Roberts
commented
Customer statements sent to be included on the contact record.
Currently i can see that a statement was sent on the history and notes of the files tab in a customer record but would be great if i could see the statement that was sent to the customer maybe by clicking on link from the history and notes tab or by having a separate tab for "credit control" or "statements" within a customer contact or taking it one step further a "communications" tabs in a customer record that lists all e-mails sent from within xero to the customer, with hyper links to open any attachments sent.I can tick to include my e-mail address for statements sent but would be easier if all accounts information was in Xero and not split between e-mail application.
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Joanne clark
commented
I need the feature on CIS and Payroll too
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Please consider this. Would help with time efficiency as we already have capability in invoice section, especially when customers have emailing and printing as preferred options.
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Sharon Flood
commented
Seconding this idea. Great idea as we need to be able to quickly determine when a customer has been sent a statement. Especially when they claim they haven’t received a statement when being chased for payment.
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Cath Kestle
commented
You used to be able to see 'statement sent' in the clients card file, that feature has gone, WHY?
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Jon Shepherd
commented
Seconding this. The data is already there in the contact history, so it is tracked by Xero. To expand on your idea, I would love to see an additional column on the 'Send Statements' screen showing date last sent.
