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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 Munro (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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  • Kyle Odendaal commented  ·   ·  Report

    This would make the end of month administration side of things a lot easier for credit control!

  • Lindsey Sugars commented  ·   ·  Report

    I got all excited then and went to check out Statey only to find, of course, there is a monthly fee. We shouldn't really be paying extra for a basic, and fundamental, accounting function.

  • Chad Botha commented  ·   ·  Report

    Thanks Gary definitely going to try "Statey" seems you have all areas covered,

    Interesting comment that certain customers do not want to receive a statement, I understand if there is nothing due but if a customer wants and account, and they owe money, the cannot really chose not to receive a statement, that would be a condition of business.

  • Gary Greyling commented  ·   ·  Report

    Hey Hana and Taneta

    You can setup automated statement runs with the "Statey" plugin. It can automatically exclude people who are paid-up, and you can permanently exclude people that don't want statements.

    Check it out in the Xero app store.

  • Hana Le commented  ·   ·  Report

    But some customers do not want to receive statements. If the auto email can exclude the customers who are turned off for reminder would be great!

  • Taneta Kerr commented  ·   ·  Report

    If Xero could automatically send statements on the 1st of each month to all contacts who have an outstanding amount regardless of the due date that would be amazing!

  • Chad Botha commented  ·   ·  Report

    Very surprised that XERO does not offer this as it is an critical part of any accounting feature and would save a lot of time

  • Joanne Matthews commented  ·   ·  Report

    To be able to send out a statement automatically every month would be very helpful

  • Duncan Sinclair commented  ·   ·  Report

    Who has time to do a manual statement run each month?.... I totally agree!

    This should be a part of Xero and not an external app. Have they ever run their own small business, probably not.

  • Alicia Anderson commented  ·   ·  Report

    This should totally be a feature, you can set up auto invoicing why not this??!!

  • Bindu Sethuram commented  ·   ·  Report

    Currently I have had to set my own calendar reminder to email and chase up some of our suppliers at the start of each month to send us regular statements to manage cash flow. Would have been a task less for me if Xero had a feature where the supplier could just tick a box to automatically generate a statement by a specific date.

  • Alex Virtue commented  ·   ·  Report

    Thank you Gary Greyling, I just discovered statey and am trying it out!

  • Gary Greyling commented  ·   ·  Report

    We've been wanting this for many years, and so we decided to build and share a plugin that does this. Check out https://www.statey.app

    We're not Xero. Just a small team of software developers scratching our own itch, and sharing it with anyone else that would find it useful :)

  • Kelly Ferguson commented  ·   ·  Report

    This is really essential to our business to increase the likelihood of on-time payments nd reduce admin.

  • Lloyd Knipe commented  ·   ·  Report

    Agreed, this should be a basic choice to allow for an AUTOMATIC sending of monthly statement programmed for a specific day of the month to manage cash flow. I am truly surprised it is not available in Xero as every statement monthly or not, is manual and costly to my business.

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