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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

1,178 votes

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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In development  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

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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  • Sign Effects commented  ·   ·  Report

    Seems like such a basic function to be built in, surprised it is not already an option. Would save plenty of admin time to process these manually.

  • Rowena Thompson commented  ·   ·  Report

    Hi Xero, please prioritise this - there is massive demand for it

  • Luca Sanna commented  ·   ·  Report

    Another very basic feature I wonder why is NOT already in.

  • Naylz Bay Topsoil commented  ·   ·  Report

    this is critical. What features are you working on if you can't implement something as simple as this and adding interest automatically.

  • Reyer Meihuizen commented  ·   ·  Report

    yes yes yes, why not?? some customers wont pay unless they have a statement in addition to then original invoices

  • Shann Korant commented  ·   ·  Report

    Would be very beneficial and save lots of admin time

  • Stef Hemsworth commented  ·   ·  Report

    This is surely basic and an easy thing to build. We have to send a statement at the beginning of every month so needless to say this would be a very useful option and I'm surprised it's not available.

  • Lana Markham commented  ·   ·  Report

    Wish to have it ASAP, it would be very helpful to both, us and our customers

  • Carla Byrne commented  ·   ·  Report

    Please add this function as a priority. Just as we can send out recurring invoices automatically, so we should be able to do so with statements.

  • Matthew Corey commented  ·   ·  Report

    I love this idea, and it should already be available, unfortunately I think we can all agree that Xero just aren't going to do it anytime soon. They are too focused on redesigning reports and other "Improvements" which only align to their desires, not their customers needs, wants and desires.

    It's the one continuous theme I have noticed is that the Xero team only focus on their own internal desires for the software, and pay little attention to the needs of their customers.

  • Ania George commented  ·   ·  Report

    that must be so easy to implement! come on Xero team!

  • Kristian Coles commented  ·   ·  Report

    This would save our clients huge amounts of time chasing their debts and would be a great selling feature of Xero

  • Nathan & Amy Spitzer commented  ·   ·  Report

    Great idea and surely easy to execute given there are options to automatically send invoices and also reminders for late payment. Thanks!!

  • Nathan & Amy Spitzer commented  ·   ·  Report

    Great idea and surely easy to execute given there are options to automatically send invoices and also reminders for late payment. Thanks!!

  • Cath Hopson commented  ·   ·  Report

    There are regular cx which require statements to pay their invoices. A way to automate this not only for our own files, but also for client files is a must!

  • Sarah Rodway commented  ·   ·  Report

    surprised this isn't available yet? surely an easy fix - the coding is there for automated invoices - surely it's not a big one to automate statements

  • Imogen Beckley-Mobbs commented  ·   ·  Report

    If we can schedule reminders for overdue invoices, why are we unable to schedule monthly statements? Please can this be looked at as a matter of urgency.

  • Marko Cosic commented  ·   ·  Report

    Sending statements manually to idiot customers is a total pain in the backside. Automating this is easy. Why the heck isn't it here already?

  • Tracy Packman commented  ·   ·  Report

    I can't understand why this isn't already incorporated in Xero. The more I use Xero, the more I am disappointed with it's lack of basic tools.

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