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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Chris Heunis
commented
Definitely critical to our business operations.
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Richard Warren
commented
With the increasing move to charging saas customers over different periods (Monthly/quarterly, annually), being able to have flexibility to send statements that match these periods would make sense.
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Konstantin Ryabenko
commented
Hi everyone,
Try leaving your Xero feedback on TrustPilot and ProductReviews:
https://au.trustpilot.com/review/www.xero.com
https://www.productreview.com.au/listings/xeroXero wants to look good for their new customers, and with an influx of reviews, we have a chance to make our voices heard!
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Konstantin Ryabenko
commented
Hi everyone,
Try leaving your Xero feedback on TrustPilot and ProductReviews:
https://au.trustpilot.com/review/www.xero.com
https://www.productreview.com.au/listings/xeroXero wants to look good for their new customers, and with an influx of reviews, we have a chance to make our voices heard!
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Jonathan Milburn
commented
Are statements not automatic? thats a basic ?
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Christine Weldon
commented
Please Xero, the Automate of Statements is a must in all Accounting Packages, can Xero stop changing what the screens look like and start concentrating on what is needed to run even smoother accounting systems.
Xero needs to have a set up where one can Automatically send out Monthly Statements to their clients, so invoices are paid promptly. Xero goes on about invoices being paid on time, Statements go hand in hand with this.
I would like to see this addressed sooner rather than later. -
Jenna Lawes
commented
Automated receipts emailed through to customers once payments have been applied.
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Chris Rogan
commented
@Luigi - because Xero only pander to accountants and their needs rather than end-users now. It's become as complacent as Sage and awaiting a new competitor to wipe them out... hopefully soon.
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Anthony Nixon
commented
I would love to see this happen. Specifically with the amounts/overdue by days in red as you see when viewing via the Dashboard as opposed to running a statement report. See the example to make more sense.
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Luigi Bufalino
commented
Why are all these ideas too hard to implement? You know what isn't too hard to implement? Changing to a system that has all the critical features and functions to make our lives easier.
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Jill Griffiths
commented
It would be a great help to us to be able to automatically send statements rather than having to take the time to send individually each time. This should be a standard option.
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Benjamin Stanley
commented
Also worth upvoting on this thread
https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44961106-invoice-reminders-auto-email-statements-to-custo -
Benjamin Stanley
commented
Yes this is true, and also when you look at
https://productideas.xero.com/forums/939198-for-small-businesses/filters/top
there are lots of things with 500+ votes.Of the options available in the Marketplace 'Statey' seems to be the most affordable. Any comments on Statey from folks here?
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Andy Parker
commented
Most of the ideas here are eventually responded to by Xero with 'nah', so I'm not holding my breath.
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Benjamin Stanley
commented
Zero response from Xero on this so far and 294 votes as well.
I wonder if this will ever happen 🤔
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Neil Cameron
commented
Being able to send customer statements automatically to all customers at month end would be so much more efficient and don't think we should have to pay for an add on for this. This is a basic month end process that I would expect from any system.
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v massam
commented
this would be super convenient, it would be great not to have to pay extra for this through a third party app!
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Maurice Korff
commented
Having this feature as a PAID only addon seems ridiculous for such a fundamental business requirement." Come on xero"
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Le Gallez & Co Ltd
commented
I could really do with this! Any News?
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Fiona Jakobs
commented
Any progress on this?