Customer statements - Ability to auto email Statements to customers
Ability to send an automatic statement to customer
Purpose: To prevent late payment from customer
Heya team, thanks to everyone who shared feedback through the form in our last update. Your contributions have helped us make great headway, and this idea is now moving into development.
We're inviting a limited group of users to test our new Statement list and PDF views. These are important stepping stones towards scheduled statements, and testers will automatically receive early access to scheduling when it becomes available. Register your interest through this form as soon as possible.
If you don't make it into this testing group, don't worry. We'll continue sharing updates here as the work progresses.
This early release gives you greater control over your statements, from customising which columns you see to editing contacts inline and previewing exactly what each customer will receive before you send. Your statements will also now match your invoice branding for a more consistent experience.
Please note: When you join, your entire organisation permanently moves to the new statement branding templates, that are consistent with your invoice templates. This can't be reversed. Each user can switch back to the older statements list for a limited time.
What’s coming soon: Schedule statements to automatically send on regular cadence, track send status, get easier access to statements in the sales navigation, and have more control over which columns you display on your statement PDF.
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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?
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Di Sampson
commented
Would be a massive help for small business and something I think is critical for a so-called "beautiful Software" company to offer!!!!
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Qualifications Network
commented
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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Stephanie Cassimatis
commented
This would help massively with credit control and help reduce admin. Please allow this to be a simple feature
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Hannes Olivier
commented
Well, since XERO doesn't care to read, respond or change anything. I'm moving all my companies to Sage Online. Pricing is the same, the system is user friendly and the support from them is amazing. Xero truely is a joke.
https://www.sage.com/en-za/sage-business-cloud/accounting/#pricing
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Daniel Collins
commented
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
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Justin Breheny
commented
Automated client statements - have the option to send out client statements on a monthly basis ie 1st of each month
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Norman Holliman
commented
This woould reduce the workload of following up non paying clients. Of course a report shoudl be generated advsing the statement has been sent
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Zonzo Director
commented
PLEASE!!!!
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Ian Saunders
commented
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.
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Ian Saunders
commented
This would be a bonus in terms of ensuring clients have a regular statement without increasing workload.
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Lisa Simpson
commented
I'd love this and it would help our cashflow hugely
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Brian Cohen
commented
Upvote
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Kirstin Brown
commented
this would be an amazing feature
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Andy Bartlett
commented
As other have said previously the fact that this is not part of the standard offering is a big minus!
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MARK WILSON
commented
Can't wait for this.
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Denym Bird
commented
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..
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Chris Parker
commented
It is mind blowing this isn't already an option