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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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.
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Barry Demetriou
commented
I can't believe that such a fundamental part of accounting is not available. It seems pretty simple to me, you can opt in which customers
that you want (or all) statements sent to, if they have an outstanding balance they get a statement, if their account is at zero, they don't get one.
Statey is all well and good but its another cost that we shouldn't have to pay as this should be an option with a set up the size of Xero.
If its not going to be an option then I'm going to look for another provider. There are plenty out there/
Come on Xero, where is it? -
lindsay Campbell
commented
Please include this - this really would help the SME's to have it automated.
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Andy Parker
commented
This feature would save us a **** of a lot of time and help our cashflow.
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John Chesters
commented
An unfortunate oversite I imagine, like all the others.
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Gary Greyling
commented
As an interim solution (while we wait for Xero do this natively), there is a plugin on the Xero App store called "Statey".
It syncs your Xero data and generates automated monthly/weekly customer statements and saves all the email receipts.
Yes, it costs some money, but its something for those in need while we wait.
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Sign Effects
commented
Seems like such a basic function to be built in, surprised it is not already an option. Would save plenty of admin time to process these manually.
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Rowena Thompson
commented
Hi Xero, please prioritise this - there is massive demand for it
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Luca Sanna
commented
Another very basic feature I wonder why is NOT already in.