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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

1,086 votes

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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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  • Di Sampson commented  ·   ·  Report

    Would be a massive help for small business and something I think is critical for a so-called "beautiful Software" company to offer!!!!

  • Qualifications Network commented  ·   ·  Report

    Whilst not automated there is a way to send statements to all (or selected) customers as follows:

    Go to Business > Invoices > Send Statements. From here you can tick the box beside 'Name' to select all customers and then select 'Email' like you would if you were sending individually from a customers account.

    Hope this might help some of you until Xero automate statements!

  • Stephanie Cassimatis commented  ·   ·  Report

    This would help massively with credit control and help reduce admin. Please allow this to be a simple feature

  • Daniel Collins commented  ·   ·  Report

    Auto send statements on preset dates.i know this is a paid add on but who wants to pay $10 a month for such a basic setting every other account package has as standard

  • Justin Breheny commented  ·   ·  Report

    Automated client statements - have the option to send out client statements on a monthly basis ie 1st of each month

  • Norman Holliman commented  ·   ·  Report

    This woould reduce the workload of following up non paying clients. Of course a report shoudl be generated advsing the statement has been sent

  • Ian Saunders commented  ·   ·  Report

    wow, EIGHT years now since the idea was shared, six months on from the update and no nearer...???!!

    As others have said, it surely really have been a standard feature by now.

  • Ian Saunders commented  ·   ·  Report

    This would be a bonus in terms of ensuring clients have a regular statement without increasing workload.

  • Lisa Simpson commented  ·   ·  Report

    I'd love this and it would help our cashflow hugely

  • Andy Bartlett commented  ·   ·  Report

    As other have said previously the fact that this is not part of the standard offering is a big minus!

  • Denym Bird commented  ·   ·  Report

    While Xero doesn't support this natively if you can afford an extra 3rd party app. Paidnice (https://paidnice.com/) supports invoice reminders for email + SMS. It can handle all the uses you have outlined below Caz..

  • Melissa Verryt commented  ·   ·  Report

    Some, not all, of our clients require statements, being able to automate this with a check box and monthly date would save a lot of time and hassle

  • Finance Four Pack commented  ·   ·  Report

    All users of Xero need to remember that Xero is not interested on addressing our commends, issues and needs.
    Xero is in this game SOLELY to make money out of us.
    This has been proven by their customer service and responses time and time again.

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