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Customer statements - Ability to auto email Statements to customers

Ability to send an automatic statement to customer

Purpose: To prevent late payment from customer

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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In discovery  ·  AdminKelly M (Community Manager, Xero) responded  · 

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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  • Blair McLachlan commented  ·   ·  Report

    To add to this - could we send customer statements by group of customers?

    Could then designate customers who need a little more "encouragement" then others or different trade terms etc - rather than just sending to all and having to unclick (could easily miss one!)

  • Fiona Bunting commented  ·   ·  Report

    This would be very useful. Why can we automate reminders but not statements?

  • Julie John commented  ·   ·  Report

    Mothly automated statements is a must for good credit control.

  • Lana Johnson commented  ·   ·  Report

    I won't be moving my practice over until client statements can be automated, not only for monthly statements but to automate monthly invoices such as subscriptions.

  • Esther Santos commented  ·   ·  Report

    Why have only automated invoice reminders..This is a critical feature even for our practices. Please bring this in urgently, especially South Africa.

  • Brad Moore commented  ·   ·  Report

    Can we PLEASE have an update on this feature? Is it happening soon? Is it not?

  • Phillipa Daw commented  ·   ·  Report

    Please can you address the Automation of Statements. This is a basic requirement for all SME's and needs to be on a high priority please.

  • Richard Pinder commented  ·   ·  Report

    Xero can send automated invoice reminders but not statements

  • Pieter Swart commented  ·   ·  Report

    We have customer that require it daily. We work on prefunded account, so they check their balance and availability.

  • Darren Cook commented  ·   ·  Report

    Yes please add this feature of automatic statements, this is very important to have.

  • Richard Warren commented  ·   ·  Report

    With the increasing move to charging saas customers over different periods (Monthly/quarterly, annually), being able to have flexibility to send statements that match these periods would make sense.

  • Christine Weldon commented  ·   ·  Report

    Please Xero, the Automate of Statements is a must in all Accounting Packages, can Xero stop changing what the screens look like and start concentrating on what is needed to run even smoother accounting systems.
    Xero needs to have a set up where one can Automatically send out Monthly Statements to their clients, so invoices are paid promptly. Xero goes on about invoices being paid on time, Statements go hand in hand with this.
    I would like to see this addressed sooner rather than later.

  • Jenna Lawes commented  ·   ·  Report

    Automated receipts emailed through to customers once payments have been applied.

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