Invoice Reminders - Auto email Statements to customers
Ability to send an automatic statement to customer
Purpose: To prevent late payment from customer
Hi everyone, we appreciate how automatically sending statements could improve cash flows, and save the manual efforts involved in this periodic task.
We recognise the importance of this functionality, and with a clear focus on decreasing the time it takes for our customers to receive payments, I’m pleased to share that this idea is now In discovery. 😊
While we can’t give any commitments to development yet, this is a good step in the right direction and we’ll be sure to update you on progress from the exploration here. Thanks!
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Karen Cox
commented
It does seem that Xero has failed to include a basic and common request
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Chris Rogan
commented
Saw Statey - but it should be standard functionality...
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James Vizor
commented
There's a perfect solution to this, it is just going to cost extra https://www.statey.app/ Using Statey for about 6 months now, it does exactly what you need.
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Chris Rogan
commented
Seem to get a lot of notifications about this subject - but Xero just aren't interested in basic end-user features now. Given this was raised by them in 2015. Priority is their Accountant Partners who have become their main sales channel and who they love these days. I just hope there's a new company that'll be the Xero of old about to emerge.
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Barry Demetriou
commented
I can't believe that such a fundamental part of accounting is not available. It seems pretty simple to me, you can opt in which customers
that you want (or all) statements sent to, if they have an outstanding balance they get a statement, if their account is at zero, they don't get one.
Statey is all well and good but its another cost that we shouldn't have to pay as this should be an option with a set up the size of Xero.
If its not going to be an option then I'm going to look for another provider. There are plenty out there/
Come on Xero, where is it? -
John Chesters
commented
An unfortunate oversite I imagine, like all the others.
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Gary Greyling
commented
As an interim solution (while we wait for Xero do this natively), there is a plugin on the Xero App store called "Statey".
It syncs your Xero data and generates automated monthly/weekly customer statements and saves all the email receipts.
Yes, it costs some money, but its something for those in need while we wait.
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Sign Effects
commented
Seems like such a basic function to be built in, surprised it is not already an option. Would save plenty of admin time to process these manually.
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Luca Sanna
commented
Another very basic feature I wonder why is NOT already in.
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Shann Korant
commented
Would be very beneficial and save lots of admin time
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Stef Hemsworth
commented
This is surely basic and an easy thing to build. We have to send a statement at the beginning of every month so needless to say this would be a very useful option and I'm surprised it's not available.
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Lana Markham
commented
Wish to have it ASAP, it would be very helpful to both, us and our customers
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Carla Byrne
commented
Please add this function as a priority. Just as we can send out recurring invoices automatically, so we should be able to do so with statements.
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Carol Kain
commented
really important feature to add please
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Nathan & Amy Spitzer
commented
Great idea and surely easy to execute given there are options to automatically send invoices and also reminders for late payment. Thanks!!
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Sarah Rodway
commented
surprised this isn't available yet? surely an easy fix - the coding is there for automated invoices - surely it's not a big one to automate statements
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Imogen Beckley-Mobbs
commented
If we can schedule reminders for overdue invoices, why are we unable to schedule monthly statements? Please can this be looked at as a matter of urgency.
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Charlie Morgan
commented
would be helpful to both us and our customers
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Njela Sharrock
commented
Yes totally lets do this
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Diana Stephens
commented
Surprised we don't have this option and would really like it to be a feature.