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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

1,163 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  · 

We hear you team! Thank you for continuing to share back with us here, and a big thanks to those that registered interest and provided input to the teams earlier research.

Right now, there's still some discovery going on around this functionality, but I want to assure you this is a feature our team are keen to develop.

While the first round of research helped inform our team they want to dive deeper into some of the aspects surrounding this feature that'll help ensure we create a solution that'll best fit majority of businesses.

We'd like to give provide the opportunity to everyone here to participate in this and if you can spare a few minutes, our team have prepared a few questions in this form 📝 that we'd love your feedback on.

We want to keep you updated as work progresses on this, and I'll be back to share as soon as there's more news.

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  • Christine Weldon commented  ·   ·  Report

    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  ·   ·  Report

    Automated receipts emailed through to customers once payments have been applied.

  • Chris Rogan commented  ·   ·  Report

    @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.

  • Anthony Nixon commented  ·   ·  Report

    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.

  • Luigi Bufalino commented  ·   ·  Report

    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.

  • Jill Griffiths commented  ·   ·  Report

    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.

  • Andy Parker commented  ·   ·  Report

    Most of the ideas here are eventually responded to by Xero with 'nah', so I'm not holding my breath.

  • Benjamin Stanley commented  ·   ·  Report

    Zero response from Xero on this so far and 294 votes as well.

    I wonder if this will ever happen 🤔

  • Neil Cameron commented  ·   ·  Report

    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.

  • v massam commented  ·   ·  Report

    this would be super convenient, it would be great not to have to pay extra for this through a third party app!

  • Maurice Korff commented  ·   ·  Report

    Having this feature as a PAID only addon seems ridiculous for such a fundamental business requirement." Come on xero"

  • 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!

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