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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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  • Hannes Olivier commented  ·   ·  Report

    I think we can all agree that XERO doesn't care about their clients.

    I'm happy to say that we're moving over to SAGE Online. XERO is absolutely abysmal. Look at how old this comment is, and yet XERO hasn't even responded with a "Wow this is a **** idea" or a "We'll look into it".

  • Mel Morrisby commented  ·   ·  Report

    An essential service. This would save me so much time. And I always forget.... even with reminders set.

  • Diana Cosa commented  ·   ·  Report

    Having the option to sent statements automatically at a certain date is important.

    Will be great to have this feature added.

  • Chays van Deventer commented  ·   ·  Report

    Most of our clients have internal processes that require the invoice and statement be sent before payment.

  • Bryan Muge commented  ·   ·  Report

    Adding to this, if automated a user notification incase of prompt/adhoc adjustment.

  • carolyn austin commented  ·   ·  Report

    I vote for this too.

    It is confusing for the customer to just get a reminder for one invoice outstanding when there are actually more outstanding.

    Within the Invoice Reminders set up, it would be helpful if we could have the option to automate sending both a statement and all outstanding invoices at regular intervals if overdue.

    Also, Invoice Reminders need an “and every xx days thereafter” option so that reminders don’t stop if payment has not been made.

    Thanks

  • Finance Four Pack commented  ·   ·  Report

    I do not know why we bother logging this. Xero hates their customer and provides no support.

  • Hannes Olivier commented  ·   ·  Report

    Nevermind everybody. After waiting for 12 months I’m taking all my companies to Sage Intacct.

    Also, Sage answer their phones when you phone them.

    I’m more disappointed in Xero than I am in my ex girlfriend….😒

  • Leisha Chapman commented  ·   ·  Report

    Very important - I want to transfer someone from MYOB and they are not sure they want to lose this function available in MYOB

  • Clare Kendall C.FICB commented  ·   ·  Report

    This would be very useful indeed but would need to be configurable to choose which clients would receive statements

  • Amy Vine commented  ·   ·  Report

    Really need the option to add in contacts separate email addresses for statements separate to invoices... Few things that should be included to Xero to make it more smooth sailing for certain businesses and am not sure why they sit and wait for a ridiculous amount of people to suggest it before even considering.

  • Barbara Olejnik commented  ·   ·  Report

    That's a shame that Xero doesn't do anything with some o the basic and crucial problems i options reported to them for the years.

  • Taryn De Villiers commented  ·   ·  Report

    There is another VOTE for the same thing from 2015. Does look like we will get much hope of this every happening... Very Sad.

  • Vikki Days commented  ·   ·  Report

    This would be helpful for when you are not in the office on the usual day of statement sending or are on leave

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