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

This would be really helpful to have!!

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

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

Hey @barry

Take a look at "Statey" on the Xero app store.

It automates statement runs, with smart lists so that it doesn't spam people that haven't traded with you recently.

What are your timescales for this please? With more and more clients only paying on receipt of statement, as a small business it is a very time consuming exercise to keep having to go through accounts. Why is it so hard to create a function whereby if a client account has invoices that are overdue xero can automatically send them a statement of account? I would like to know how important you think this is to the end user, as I am now actively looking to move a to a new accounts provider that will accommodate what is a must for me.

Also, what is Xeros tie in with Statey? From what I can see it is a stand alone app that integrates with xero to set up automated statements. Why cant you do that instead of tag teaming with another app ...THAT WE HAVE TO PAY FOR! Get to grips with it please xero before we vote with our feet.

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

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….😒

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

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

This is such a standard, basic function, that surely is not that different to automated invoices being generated and sent. Very poor showing by Xero not to have implemented this feature after all this time. If you're not capable of doing both, stop wasting time modernising existing features and focus on implementing basic features such as this that should have been available a long time ago.

Yes fully agree, not user friendly enough

Sadly agree @Chris Rogan

Xero has just become a very tired old product with no basic user driven development. If it was accountants asking for this feature it would have been done years ago. Its really sad to see such a once great product that was built upon the back of end-user feedback just neglect its previously loyal following. All about accountants these days - just like Sage did, wonder what will come next..

I've heard this before, With Activity statements in 2014 which had been saying the same thing since 2012.
So I wouldn't be getting my hopes up that this will be done anytime soon.

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.

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.

When will we get this basic yet vital feature to help collect AR faster

How is this not a standard feature?

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