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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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  • Joanne Purcell commented  ·   ·  Report

    It's critical to business cashflow to have reminder statements going out regularly.
    With only 5 invoice reminders available, there are no reminders after the last one goes out.
    So, out of mind, out of sight!

  • Cassandra McAllister commented  ·   ·  Report

    Automatic customer statements is a really basic finance office function. Any idea when this feature may be developed?

  • Michelle Stephens Byrne commented  ·   ·  Report

    Remember in the new development to add the option to send Customer Statements to a selected 'Group' - this should have been developed as a matter of priortiy. So ridiculous that this is not a standard option!

  • John Chesters commented  ·   ·  Report

    Customer statements, is an area of Xero that needs upgrades to it's technology in order to make ideas like this one here possible.

    Maybe time should have been spent on that rather than the new invoicing system.

  • Nikki Velinsky commented  ·   ·  Report

    The system already sends invoice reminders so why not statements?

  • Nicole Oberholzer commented  ·   ·  Report

    This would be such a big help, especially for monthly invoicing. What would be great if they can include a balance of account when invoices are sent out.

  • Blair McLachlan commented  ·   ·  Report

    To add to this - could we send customer statements by group of customers?

    Could then designate customers who need a little more "encouragement" then others or different trade terms etc - rather than just sending to all and having to unclick (could easily miss one!)

  • Fiona Bunting commented  ·   ·  Report

    This would be very useful. Why can we automate reminders but not statements?

  • Julie John commented  ·   ·  Report

    Mothly automated statements is a must for good credit control.

  • Lana Johnson commented  ·   ·  Report

    I won't be moving my practice over until client statements can be automated, not only for monthly statements but to automate monthly invoices such as subscriptions.

  • Esther Santos commented  ·   ·  Report

    Why have only automated invoice reminders..This is a critical feature even for our practices. Please bring this in urgently, especially South Africa.

  • Brad Moore commented  ·   ·  Report

    Can we PLEASE have an update on this feature? Is it happening soon? Is it not?

  • Phillipa Daw commented  ·   ·  Report

    Please can you address the Automation of Statements. This is a basic requirement for all SME's and needs to be on a high priority please.

  • Richard Pinder commented  ·   ·  Report

    Xero can send automated invoice reminders but not statements

  • Pieter Swart commented  ·   ·  Report

    We have customer that require it daily. We work on prefunded account, so they check their balance and availability.

  • Darren Cook commented  ·   ·  Report

    Yes please add this feature of automatic statements, this is very important to have.

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