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It would be useful if an automatic statement of account is sent when full payment of invoice has been received or at end of month.

Oh yes, please!!!! On the first day of the month, any client with a transaction in the prior month should be emailed a statement.

it will be very usefull. Invoice reminder is very usefull when relation is one customer to one invoice. So in many bussines operations usually have one customer to several invoices. So in that case it will very usefull be able to send statemente in automatic way, similar to invoice reminder.

I find this very very fascinating that Xero, the dominant player which has a market cap of almost 30 billion (well, at one point in time), took 11 years & counting, to "research" for this one idea.

Hey Andrew,

It looks like Xero may be investigating this. Which is exciting.

In the mean time, check out Statey.app (a plugin on the Xero app store). It provides this as an interim solution, albeit paid-for.

I have asked for this a couple of times over the years, its not insurmountable but as the business grows and we have more companies we Invoice its adding a larger time overhead that we should not have to deal with for something seemingly so simple

Wow. I have one customer who wants a monthly statement. I've just been sending them manually as it's no big deal. But I decided to see if I could automate it and came across this thread, and I have to say I'm stunned by the lack of interest from Xero to fix something so simple that is clearly a massive drain on many users' time. I'll say it again: wow.

Adding this feature doesnt appear to be a difficult build for Xero based on the auto reminder function for overdue invoices.

It would seem most sensible to simply add this as an option to the Invoice reminder system - ie. automatically send a statement (by way of a polite reminder) on day 1 of an invoice being overdue.

The mechanism is already in place...why not extend it to sending statements rather than invoices ?

Can this be automated with a third party App in the meantime? For example, when final payment is received Zapier or Make triggers the send statement or download from Xero and send via email?

This has only took 10 years to implement or should we say review, a critical part of any accounting software. Not really had many new features come along ever since I've been using Xero but yet the yearly price goes up for no reason.

Please please please get this done. As other users have indicated, this is one of the most basic functions of an accounting system. We kindly request that all of these other updates you're making (which don't have a major bearing on productivity) are no longer prioritised over this one! Please!

I am a Syft user and the message below doesn't seem correct as I cannot find that functionality anywhere in the Syft dashboard.

Apparently SYFT Analytics can deliver Supplier / Customer statements emailed each period direct to Contacts.

I live for the day Xero listens to what their users want rather than focusing on updates that actually add very little to productivity. In an age where we are all resource and time poor something as simple as not having to worry about manually sending out statements each month would make a huge difference for a lot of people...on both sides of the transaction! Check your priorities Xero!

In 3 years, you are not able to do a simple thing like this and force uas to pay for add ons. It's actually bordering on ridiculous. As the previous poster said, the mechanics are there. Stop focusing on the pretty stuff and make sure your core functionality works.

Our car now has AI!

(yes, we know its missing a tyre or two, but AI right?)

As a developer, I simply cannot believe how you haven't done this. It would take so little effort. You have the email templating mechanism already on invoices, you have automated sending mechanism already on invoices. Cut, paste, update and ship it.

This is a most basic business requirement. Making the program look pretty helps no one.

This is such a simple request I'm shocked it's still not a thing yet. Automatically issuing monthly statements is such a standard thing amongst so many industries.

xero...."lets just increase our charges and give our customers stuff they don't want whilst also increasing their work load for no reason. Whatever we do let's NOT give them what they ask for!"

I really need month end statements. I do not need 'duplicate bill'.
suggestions.

What planet are the xero developers on?