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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!

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Maxine Bright shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

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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  • Qualifications Network commented  ·   ·  Report

    Whilst not automated there is a way to send statements to all (or selected) customers as follows:

    Go to Business > Invoices > Send Statements. From here you can tick the box beside 'Name' to select all customers and then select 'Email' like you would if you were sending individually from a customers account.

    Hope this might help some of you until Xero automate statements!

  • Stephanie Cassimatis commented  ·   ·  Report

    This would help massively with credit control and help reduce admin. Please allow this to be a simple feature

  • Justin Breheny commented  ·   ·  Report

    Automated client statements - have the option to send out client statements on a monthly basis ie 1st of each month

  • Norman Holliman commented  ·   ·  Report

    This woould reduce the workload of following up non paying clients. Of course a report shoudl be generated advsing the statement has been sent

  • Ian Saunders commented  ·   ·  Report

    This would be a bonus in terms of ensuring clients have a regular statement without increasing workload.

  • Lisa Simpson commented  ·   ·  Report

    I'd love this and it would help our cashflow hugely

  • Andy Bartlett commented  ·   ·  Report

    As other have said previously the fact that this is not part of the standard offering is a big minus!

  • Melissa Verryt commented  ·   ·  Report

    Some, not all, of our clients require statements, being able to automate this with a check box and monthly date would save a lot of time and hassle

  • Finance Four Pack commented  ·   ·  Report

    All users of Xero need to remember that Xero is not interested on addressing our commends, issues and needs.
    Xero is in this game SOLELY to make money out of us.
    This has been proven by their customer service and responses time and time again.

  • Daniel D commented  ·   ·  Report

    Hey Xero Team,

    Statements is a integral to accounting. Sincerely hope that the team, would remove bloat, and start adding features that users will use. The reason why clients used Xero in the past was becuase it powered small--medium businesses with a great product ^^. A product speaks for itself, thanks guys!

    Price of this product has increased by >40% in a year.

  • Kishor Lamdande commented  ·   ·  Report

    Hi Xero Team,
    We are looking for this function to be rolled out from Starting of this year. Team was telling me this is in the pipeline. After 9 months also we did not receive this function in Xero.
    We want to send Auto Email Statements to contacts.
    Please look into this on high priority.

    Almost all businesses are looking for this feature as this is the standard practice for maintaining transparent business with all clients.

  • Cath Lewis commented  ·   ·  Report

    Why has Xero not moved on this? It seems obvious and universally useful.

  • Philip Van Schalkwyk commented  ·   ·  Report

    While we wait for Xero to add this, try Statey. It's a Xero add-on app. Yes, the base version costs USD 10 p/m, but it works great. Fully automated, let's you know when statements are sent. We use the base version in our practice, and it avoids having to remember and then manually run statements.

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