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'Xero App - Send customer statements from mobile app' has been merged into this idea

For small businesses: Accounting features

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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

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David Boyes shared this idea  ·   ·  Report…  ·  Admin →
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  • Katrina Dickie commented  ·   ·  Report

    I am currently on leave and only have my phone with me so I have sent out the monthly invoices via the app but I couldn't send out the statements. This is important as this is another tool that keeps the money rolling in while I am away, so that I'm not playing catchup when I get back to the office.

  • Bonnici Robert commented  ·   ·  Report

    It looks like the app is very basic as sending statments on the go is a very important aspect which should be included as soon as possible.

  • Adam Glegg commented  ·   ·  Report

    Considering switching to a platform that allows this

  • 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.