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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Michelle Cutting
commented
Kelly, what's the progress on such a fundamental accounting package function?
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Linda Brown
commented
There are so many improvements in AI coding now days, how is this not something that has been rolled out as part of New Invoicing? Reduce manual workload please! Please add a recurring statement option for us like recurring invoices.
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Annie Reeves
commented
Today, a customer has asked to be sent monthly statements, a very reasonable request, which they have a right to feel entitled to. What WE don't want is to have to do this manually, so let me add my voice to the many, many I see here - DO IT PLEASE XERO!
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Luke Machell
commented
Why is this basic function not included?
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Rachel Seymour
commented
Is there any update on automatic statements for customers one of our requests it every month to reconcile and make a payment. If you can send out Invoice reminders surely the auto statement function is just as easy if not easier?
Thanks
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James Lightbody
commented
Have needed this for so long. Team has to manually download them and send every month. If we forget we don't get paid. Extremely annoying! Would really appreciate if Xero could build in automation on this - even as simple as a check box on the automated invoicing that says 'automatically send statement with invoice'. That's all we need.
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Natalie Dahoud
commented
would save a tremendous amount of admin time for our finance team
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Cecil Jordaan
commented
Why is this on the backburner? Is it to protect apps like Stately?
I agree that automatic statements are basic functions for an accounting software - that neither the practice and or its clients should pay for.
Zoho allows one to attach a statement to an invoice when one sends out an invoice - surely Xero should follow suit in this regard.
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Benjamin Stanley
commented
I guess that's where https://www.statey.app has come from. I'm currently paying the £8 monthly to send a PDF on 1st to each customer with an outstanding balance.
Still not quite what I need as some customers want a statement even if their balance is £0.
It needs to be inside Xero really so I can set it on a per account basis with some variables like
"Always send (even if balance is £0)"
"Send when there are 30+ day invoices"
"Send when there are 1+ day invoices" -
Brett Alan Chapman
commented
If everyone using Xero chips in a few $ im sure we could just pay some IT guy wanting to start a business to create a new software package for the people by the people.. Start listening to your customers Xero.. One day it will be too late.
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Marcelle Wilson
commented
This would be great function because not everyone wants a statement but particular clients who are always late in paying - they would benefit from having one sent automatically at the end of each month.
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Paul Brace
commented
This is such a business-critical item, along with sending statements and invoices to different email accounts. This should have been done long ago.
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Jill Griffiths
commented
This feature should be an essential. W e have all been waiting far too long for this to be implemented. Can we have an update on the likely roll-out for this critical feature.
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Accounts Colin Cross Printers
commented
April 23 Xero response, and yet where we are 20 months on and no movement forwards.
Accounts software should be all about time saving, surely this feature is paramount. If it hasn't got enough votes its because the users are all too busy doing manual statement runs. -
Accounts Colin Cross Printers
commented
So long overdue it hurts, how can a company sell accounts software without this feature. Surely it would take a good dev team about half an hour to implement this.
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Finance Four Pack
commented
Xero does not give a Rats **** about the requirements of their clients, only about taking their money...
This has been proven over and over again. -
Shaoyi Hempson
commented
I need this feature like yesterday! Please add it on Xero!
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Shaun Rhodes
commented
This should be a basic function of any accounting software.
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Charlotte Jakes
commented
being able to chose if statement chasing for overdue instead of per invoice chasing would be extremely helpful! Would be great if we could set up the overdue reminders for statements!!
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Streamline Auto Parts
commented
This is a critical tool that at the moment is a labour intensive monthly task that shouldnt be if it had the same functionality as the set invoice reminders on or off.
This will need to be when you set a new customer up as each individual customer has different requirements including customers that done want to be bothered with reminders.this is really an easy fix and will change Xero users lives giving them more time to concentrate on their businesses !!
Keep me posted please !
Regards
Paul Cooke
Streamline Auto Parts