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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Benjamin Stanley
commented
Yes this is true, and also when you look at
https://productideas.xero.com/forums/939198-for-small-businesses/filters/top
there are lots of things with 500+ votes.Of the options available in the Marketplace 'Statey' seems to be the most affordable. Any comments on Statey from folks here?
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Andy Parker
commented
Most of the ideas here are eventually responded to by Xero with 'nah', so I'm not holding my breath.
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Benjamin Stanley
commented
Zero response from Xero on this so far and 294 votes as well.
I wonder if this will ever happen 🤔
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Neil Cameron
commented
Being able to send customer statements automatically to all customers at month end would be so much more efficient and don't think we should have to pay for an add on for this. This is a basic month end process that I would expect from any system.
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v massam
commented
this would be super convenient, it would be great not to have to pay extra for this through a third party app!
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Maurice Korff
commented
Having this feature as a PAID only addon seems ridiculous for such a fundamental business requirement." Come on xero"
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Le Gallez & Co Ltd
commented
I could really do with this! Any News?
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Fiona Jakobs
commented
Any progress on this?
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Di Sampson
commented
Would be a massive help for small business and something I think is critical for a so-called "beautiful Software" company to offer!!!!
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Qualifications Network
commented
Whilst not automated there is a way to send statements to all (or selected) customers as follows:
Go to Business > Invoices > Send Statements. From here you can tick the box beside 'Name' to select all customers and then select 'Email' like you would if you were sending individually from a customers account.
Hope this might help some of you until Xero automate statements!
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Stephanie Cassimatis
commented
This would help massively with credit control and help reduce admin. Please allow this to be a simple feature
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Hannes Olivier
commented
Well, since XERO doesn't care to read, respond or change anything. I'm moving all my companies to Sage Online. Pricing is the same, the system is user friendly and the support from them is amazing. Xero truely is a joke.
https://www.sage.com/en-za/sage-business-cloud/accounting/#pricing
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Daniel Collins
commented
Auto send statements on preset dates.i know this is a paid add on but who wants to pay $10 a month for such a basic setting every other account package has as standard
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Justin Breheny
commented
Automated client statements - have the option to send out client statements on a monthly basis ie 1st of each month
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Norman Holliman
commented
This woould reduce the workload of following up non paying clients. Of course a report shoudl be generated advsing the statement has been sent
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Zonzo Director
commented
PLEASE!!!!
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Ian Saunders
commented
wow, EIGHT years now since the idea was shared, six months on from the update and no nearer...???!!
As others have said, it surely really have been a standard feature by now.
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Ian Saunders
commented
This would be a bonus in terms of ensuring clients have a regular statement without increasing workload.
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Lisa Simpson
commented
I'd love this and it would help our cashflow hugely
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Brian Cohen
commented
Upvote