Customer statements - Ability to auto email Statements to customers
Ability to send an automatic statement to customer
Purpose: To prevent late payment from customer
Hi team, leaning into the new year our teams are deep in discovery and research of how we could best solves for the needs here.
We'd like to invite you into this process to provide further input to our product teams discovery.
If you'd be interested, register your interest with our team through this link - Your feedback would be invaluable to our teams. Thanks!
I'll be back to share more again as this progresses.
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Matthew Bould
commented
Hang on, this thread was started over 7 years ago! Seriously?
For something so simple, obvious and necessary as statement automation!
Xero, come on, what are you playing at?!!! -
Brett Smuts
commented
This is critical for my cashflow management
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Daniel McNicholas
commented
very helpful
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Christopher Moore
commented
Yet another utterly obvious, basic feature I've just discovered is missing from Xero. And I'm not going to accept this model of 'charge users for half a package and get 3rd parties to charge them the rest'. Statey, at £18/month for the only version apparently not emblazoned with Statey branding is an outrage. I'm not going to play - another reason to seek a Xero alternative.
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sandra charlton
commented
Guarantees statements to go out on timely manner
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Vikki Days
commented
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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Jason Williams
commented
Xeros business model is to let other companies spend money on developing add-ons to solve problems like this, and whichever company wins the "race" Xero take a % of their sales.
Xero therefore save money, take no risks and get paid on the winner anyway.
No point voting as Xero rarely make substantial software improvements themselves, they outsource development to developers.Shopify do the same
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Eleanor Lefever
commented
This thread was started in 2015. What's the point in voting if there's nothing done about it?
Thank you. -
Carla Byrne
commented
That's a great idea.
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Janine Trembath
commented
We would also like the option to automatically attach copies of invoices owing when sending statements.
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Greg Cunnington
commented
This is such a basic function, and your software is sub-par without it, sort it out!
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Light of Night
commented
Xero team, please make this available as soon s possible as this is absolutely necessary.
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Julie Buchinger-Dwyer
commented
This would be very important
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Joel Shin
commented
It is simple and necessary. Can't see why Xero has not implemented yet...Just ridiculous.
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Samantha Williams
commented
Hi Xero, please prioritise this - there is massive demand for it
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Ando Ralaison
commented
We really need the statement to be sent automatically to the customer.
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Karen Cox
commented
It does seem that Xero has failed to include a basic and common request
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Chris Rogan
commented
Saw Statey - but it should be standard functionality...
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James Vizor
commented
There's a perfect solution to this, it is just going to cost extra https://www.statey.app/ Using Statey for about 6 months now, it does exactly what you need.
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Chris Rogan
commented
Seem to get a lot of notifications about this subject - but Xero just aren't interested in basic end-user features now. Given this was raised by them in 2015. Priority is their Accountant Partners who have become their main sales channel and who they love these days. I just hope there's a new company that'll be the Xero of old about to emerge.