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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Mark Stone
commented
*****************Xero, please listen to your customers***************************
Globally, how much time could be re-claimed by businesses being able to automate repetitive tasks! As a cloud platform you are supposed to be agile. If you dont value passing time savings over to your customers, perhaps we should be looking to work with vendors that do.
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Claire Wilkinson
commented
Sadly lack of progress (or comment) on seemingly easy fix ideas appears to be path of the course for Xero ...!
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Mike Walentek
commented
Still no progress after 2 years then !
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Consultant Nexara
commented
This would be really useful
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Sally Durose
commented
I sent statements on a weekly basis ait would be time saving if these could be automated.
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Fiona Purves
commented
Please add this feature. invoice reminders is good but we have high volume low value clients , which could mean 100+ invoice reminders being sent out - when what we need is one statement.
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Chris Rogan
commented
@Craig Vickers - couldn't agree more - good way of looking at it, I always thought they were kissing the backsides of accountants and bookkeepers being their main sales channel but a defective product opens up an ecosystem with a rake.
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Ralf Roedger
commented
I am starting to have second thoughts about xero after migrating 2 years ago, i am small business and need to free up my time from admin.
why is this not standard item, i thought xero was an accounting, invoicing software ??
"Always send (even if balance is £0)"
"Send when there are 30+ day invoices"
"Send when there are 1+ day invoices" -
Este Roux
commented
I would love to have stetements sent automatically once an invoice becomes overdue or at month end. Currently you only have reminders
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Alan Liefting
commented
Why is it not a standard feature?
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Jake Roberts
commented
Critical addition to Xero for our business. Our customers wont pay off invoices and always request statements but currently it takes up way too much admin time.
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Craig Vickers
commented
Welcome to the annoying business model of SAAS apps. Xero has such a big hole in their product that they create an opportunity for someone to develop a solution to fill that hole. Stately. Stately, as a Xero Partner, pays Xero a percentage of their revenue. So now, Xero will not spend the time and money to fix the hole because they are making money off of Stately.
It is very short sided on Xero's part to keep operating this way. If we have to use so many bolt ons to get a complete product, you are opening the door for us to switch to a more modern application that does not have the same inadequacies. Please do better Xero. But being that this request was started nearly 10 years ago, I guess we just switch to a better application.
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Michelle Cutting
commented
Kelly, what's the progress on such a fundamental accounting package function?
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Linda Brown
commented
There are so many improvements in AI coding now days, how is this not something that has been rolled out as part of New Invoicing? Reduce manual workload please! Please add a recurring statement option for us like recurring invoices.
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Annie Reeves
commented
Today, a customer has asked to be sent monthly statements, a very reasonable request, which they have a right to feel entitled to. What WE don't want is to have to do this manually, so let me add my voice to the many, many I see here - DO IT PLEASE XERO!
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Luke Machell
commented
Why is this basic function not included?
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Rachel Seymour
commented
Is there any update on automatic statements for customers one of our requests it every month to reconcile and make a payment. If you can send out Invoice reminders surely the auto statement function is just as easy if not easier?
Thanks
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James Lightbody
commented
Have needed this for so long. Team has to manually download them and send every month. If we forget we don't get paid. Extremely annoying! Would really appreciate if Xero could build in automation on this - even as simple as a check box on the automated invoicing that says 'automatically send statement with invoice'. That's all we need.
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Natalie Dahoud
commented
would save a tremendous amount of admin time for our finance team
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Cecil Jordaan
commented
Why is this on the backburner? Is it to protect apps like Stately?
I agree that automatic statements are basic functions for an accounting software - that neither the practice and or its clients should pay for.
Zoho allows one to attach a statement to an invoice when one sends out an invoice - surely Xero should follow suit in this regard.