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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Luke Grayson
commented
This should have been added years ago.
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Nicole Oberholzer
commented
This would be such a big help, especially for monthly invoicing. What would be great if they can include a balance of account when invoices are sent out.
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Monisha Katudia
commented
its is very important to have automated send statements.
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Fiona Bunting
commented
This would be very useful. Why can we automate reminders but not statements?
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Jenelle Close
commented
I have clients asking for the feature.
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Rosie Cooper
commented
time and efficiency critical feature.
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Richard Pinder
commented
Xero can send automated invoice reminders but not statements
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Pieter Swart
commented
We have customer that require it daily. We work on prefunded account, so they check their balance and availability.
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Darren Cook
commented
Yes please add this feature of automatic statements, this is very important to have.
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Chris Heunis
commented
Definitely critical to our business operations.
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Richard Warren
commented
With the increasing move to charging saas customers over different periods (Monthly/quarterly, annually), being able to have flexibility to send statements that match these periods would make sense.
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Konstantin Ryabenko
commented
Hi everyone,
Try leaving your Xero feedback on TrustPilot and ProductReviews:
https://au.trustpilot.com/review/www.xero.com
https://www.productreview.com.au/listings/xeroXero wants to look good for their new customers, and with an influx of reviews, we have a chance to make our voices heard!
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Jenna Lawes
commented
Automated receipts emailed through to customers once payments have been applied.
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Benjamin Stanley
commented
Also worth upvoting on this thread
https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44961106-invoice-reminders-auto-email-statements-to-custo -
Benjamin Stanley
commented
Yes this is true, and also when you look at
https://productideas.xero.com/forums/939198-for-small-businesses/filters/top
there are lots of things with 500+ votes.Of the options available in the Marketplace 'Statey' seems to be the most affordable. Any comments on Statey from folks here?
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Andy Parker
commented
Most of the ideas here are eventually responded to by Xero with 'nah', so I'm not holding my breath.
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Benjamin Stanley
commented
Zero response from Xero on this so far and 294 votes as well.
I wonder if this will ever happen 🤔
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Neil Cameron
commented
Being able to send customer statements automatically to all customers at month end would be so much more efficient and don't think we should have to pay for an add on for this. This is a basic month end process that I would expect from any system.
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v massam
commented
this would be super convenient, it would be great not to have to pay extra for this through a third party app!
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Maurice Korff
commented
Having this feature as a PAID only addon seems ridiculous for such a fundamental business requirement." Come on xero"