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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Sophie Storm
commented
Seems like something simple to add that would be very effective to running businesses.
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Annie Chan
commented
I've had a lot of customers ask for this so would love to see this added
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Jason Kendall
commented
100% facts, this is the one thing that would make a serious difference, I’m sick of seeing updates from people just like me saying this would be cool, XERO stop fobbing the clients off, make it happen, before we choose with our feet and walk.
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Chris Rogan
commented
@Emma Roberts - what's worse is I've just had a customer survey where it looks like they're evaluating whether they should start a CRM tool or Project Management tool (they just sold WorkflowMax after wrecking it - in a Sage-ACT! style f'up)... they literally don't care about these forums anymore - they're just a means to fob customers off - they have no bearing on product development whatsoever - I dare say Kelly was sacked a while ago - the ticket has been open since 2015... so to have an update from Kelly in 2023 is a joke.
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Emma Roberts
commented
Please can you let me know why, as an accounting software, atomically sending statements is not already possible. I would have thought that this would have been one of the first things you made. 1. Invoices and sending them out automatically. 2. Statements and sending them out automatically.
As Kelly told us it was being worked on 2 years ago I am quite worried about all the other critical things that I am still waiting for. Colours for the top to differentiate between companies and the most important thing is an unapproved button or release for payment function.
Absolute joke
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Monika Zablocka
commented
Lukas Hartzenberg - agreed, it would be an icing on the cake!
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Mark Stone
commented
*****************Xero, please listen to your customers***************************
Globally, how much time could be re-claimed by businesses being able to automate repetitive tasks! As a cloud platform you are supposed to be agile. If you don't value passing time savings over to your customers but charge them more for the same old service, perhaps we should be looking to work with vendors that do.
Does Xero have a published roadmap of technology upgrades? Its all very well talking about it, but businesses need solid timescales to work with. This holistic approach does not cut the mustard!
To everyone else, sorry for having to post on multiple threads.
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Lukas Hartzenberg
commented
Please also add feature where date of statement can be changed for each individual client.
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Mark Stone
commented
*****************Xero, please listen to your customers***************************
Globally, how much time could be re-claimed by businesses being able to automate repetitive tasks! As a cloud platform you are supposed to be agile. If you dont value passing time savings over to your customers, perhaps we should be looking to work with vendors that do.
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Claire Wilkinson
commented
Sadly lack of progress (or comment) on seemingly easy fix ideas appears to be path of the course for Xero ...!
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Mike Walentek
commented
Still no progress after 2 years then !
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Consultant Nexara
commented
This would be really useful
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Sally Durose
commented
I sent statements on a weekly basis ait would be time saving if these could be automated.
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Fiona Purves
commented
Please add this feature. invoice reminders is good but we have high volume low value clients , which could mean 100+ invoice reminders being sent out - when what we need is one statement.
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Chris Rogan
commented
@Craig Vickers - couldn't agree more - good way of looking at it, I always thought they were kissing the backsides of accountants and bookkeepers being their main sales channel but a defective product opens up an ecosystem with a rake.
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Ralf Roedger
commented
I am starting to have second thoughts about xero after migrating 2 years ago, i am small business and need to free up my time from admin.
why is this not standard item, i thought xero was an accounting, invoicing software ??
"Always send (even if balance is £0)"
"Send when there are 30+ day invoices"
"Send when there are 1+ day invoices" -
Este Roux
commented
I would love to have stetements sent automatically once an invoice becomes overdue or at month end. Currently you only have reminders
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Alan Liefting
commented
Why is it not a standard feature?
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Jake Roberts
commented
Critical addition to Xero for our business. Our customers wont pay off invoices and always request statements but currently it takes up way too much admin time.
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Craig Vickers
commented
Welcome to the annoying business model of SAAS apps. Xero has such a big hole in their product that they create an opportunity for someone to develop a solution to fill that hole. Stately. Stately, as a Xero Partner, pays Xero a percentage of their revenue. So now, Xero will not spend the time and money to fix the hole because they are making money off of Stately.
It is very short sided on Xero's part to keep operating this way. If we have to use so many bolt ons to get a complete product, you are opening the door for us to switch to a more modern application that does not have the same inadequacies. Please do better Xero. But being that this request was started nearly 10 years ago, I guess we just switch to a better application.