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I have a client with over 900 customers who we have to send manual statements to each month. Automaric statements should be standard

There is a great little APP to do this: "Statey".
But having to pay USD 10 per month extra to get the functionality is a sad state of affairs.

Dear Xero
Please buy and incorporate "Statey", then you can address this immediately.....

Monthly Auto statement sent out should be a standard feature. Manually and sent to one by one consume a lots of times and can't work for customer who have different outlet since also not allow duplicate contact name.

Please prioritize. Having to manually do this monthly is a problem for the majority of our clients.

Yes totally lets do this

Surprised we don't have this option and would really like it to be a feature.

Hey Juan

Totally agree. There is a plugin called "Statey" on the Xero App store. It allows you to setup a recurring schedule, and apply 'smart' filters like only sending to people that are overdue, or outstanding.

Check it out.

Clients pay on schedules and need statements to reconcile with invoices. This feature would improve cashflow radically.

We have different division wanted the debtor statement to go out automatically from blue xero. It has been a pain having to micro manage whether each friendly invoices reminders has go out to client.

It's a MUST to have auto statements and chasing on an accounts system

Crazy that Xero doesn't have an auto statement facility. Using an outside source like "Statey" is ridiculous, never mind the extra $10 a month you have to pay. Doing up Statements manually is time I thought I wouldn't have to make up using Xero. Bit silly really.

Doing it manually every month is time-consuming.

I would have thought being able to send regular statements, just like the invoices feature would be easy and standard!

New selective licencing terms in Liverpool mean we no have to manually send every tenant a statement of their account even if the is no problems... Just more work and things to try to schedule!

Hey Karen

You should check out "Statey" on the Xero App Store.

It's a plugin for Xero that automatically sends statements to your customers.

You can customise the schedule to run weekly/monthly, and you can tweak the format of the statement itself.

It can also send based on 'smart filters', like only sending statements to customers with an overdue or outstanding amount.

Only here, like a lot of others, as I was looking in to how to send these and assumed it would be an existing feature. Very disappointed to find it's not as currently I have to manually send these each month to some customers.
The addition of this feature would be brilliant and would save me a lot of time.

Yes please, I have a number of customers requesting monthly statements and I have to diarise to manually send them each month which is extra workload so if this could feature could be added it would help immensely.

There should be a field within the customer account which you can select to send statements or invoice reminders etc. We have customers with different requirements so to fully automate the process it would be great if each customer can be customised.

100% - this should be a standard feature for accounts software.

This should be a standard feature.

This is essential. Too much manual handling without it.