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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

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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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  • David Harvey-Evers commented  ·   ·  Report

    It would seem most sensible to simply add this as an option to the Invoice reminder system - ie. automatically send a statement (by way of a polite reminder) on day 1 of an invoice being overdue.

    The mechanism is already in place...why not extend it to sending statements rather than invoices ?

  • Cristian Aguirre commented  ·   ·  Report

    Can this be automated with a third party App in the meantime? For example, when final payment is received Zapier or Make triggers the send statement or download from Xero and send via email?

  • Terry Saliba commented  ·   ·  Report

    This has only took 10 years to implement or should we say review, a critical part of any accounting software. Not really had many new features come along ever since I've been using Xero but yet the yearly price goes up for no reason.

  • Brad Moore commented  ·   ·  Report

    Please please please get this done. As other users have indicated, this is one of the most basic functions of an accounting system. We kindly request that all of these other updates you're making (which don't have a major bearing on productivity) are no longer prioritised over this one! Please!

  • Jonathan Kropf commented  ·   ·  Report

    I am a Syft user and the message below doesn't seem correct as I cannot find that functionality anywhere in the Syft dashboard.

  • Andrew Syme commented  ·   ·  Report

    Apparently SYFT Analytics can deliver Supplier / Customer statements emailed each period direct to Contacts.

  • Roxy Pringle commented  ·   ·  Report

    I live for the day Xero listens to what their users want rather than focusing on updates that actually add very little to productivity. In an age where we are all resource and time poor something as simple as not having to worry about manually sending out statements each month would make a huge difference for a lot of people...on both sides of the transaction! Check your priorities Xero!

  • Jonathan Kropf commented  ·   ·  Report

    In 3 years, you are not able to do a simple thing like this and force uas to pay for add ons. It's actually bordering on ridiculous. As the previous poster said, the mechanics are there. Stop focusing on the pretty stuff and make sure your core functionality works.

  • Sean Cogill commented  ·   ·  Report

    Our car now has AI!

    (yes, we know its missing a tyre or two, but AI right?)

    As a developer, I simply cannot believe how you haven't done this. It would take so little effort. You have the email templating mechanism already on invoices, you have automated sending mechanism already on invoices. Cut, paste, update and ship it.

  • john Michaelis commented  ·   ·  Report

    This is a most basic business requirement. Making the program look pretty helps no one.

  • Shannon McMonigal commented  ·   ·  Report

    This is such a simple request I'm shocked it's still not a thing yet. Automatically issuing monthly statements is such a standard thing amongst so many industries.

  • Liz Sharpley commented  ·   ·  Report

    xero...."lets just increase our charges and give our customers stuff they don't want whilst also increasing their work load for no reason. Whatever we do let's NOT give them what they ask for!"

    I really need month end statements. I do not need 'duplicate bill'.
    suggestions.

    What planet are the xero developers on?

  • Andy Parker commented  ·   ·  Report

    JAX is saving me so much time that I'm now able to hand write statements and post them to customers every month which they really appreciate. I'm so pleased the product team chose implementing a pseudo-AI search feature over this basic functionality that hundreds of customers have requested.

  • robert andrews commented  ·   ·  Report

    This is so basic....

    Instead you bring us Jax...

    Looking for a new platform.

  • Marc Banyard commented  ·   ·  Report

    I have pushed the code to a public repo for anyone that would like to use it.
    https://github.com/MarcBanyard/XeroMailerWeb

    The compiled code is available here
    https://github.com/MarcBanyard/XeroMailerWeb/releases/download/v1.0.0/XeroMailerWeb.v1.0.0.zip

    I'm happy to help get Google Workspace or Google Enterprise working with it, I didn't implement it as I didn't have an account to test with and don't use it personally.

    If you are able to, please contribute to the code on GitHub.

    If anyone would like to *********** test the code, it would be amazing if you could share the results with the community as this will help us all which is why I released the code to the public for free.

  • Marc Banyard commented  ·   ·  Report

    @David, I’m happy to work with you to get this working on the google workspace platform.

    Feel free to reach out on LinkedIn and we can swap contact details and talk more.

  • David Bernstein commented  ·   ·  Report

    @Marc: I was already aware of your web app, but as a small business, I do not have, need, or want a Microsoft 365 business account. I do have a Google Workspace account.

  • Marc Banyard commented  ·   ·  Report

    If you look on the thread you have listed you will see I've written a web app that solves this issue along with the emailing invoices issue.

    The solution I've written is FREE and sends the invoices out and invoice reminders from your domain using an App Registration in your Microsoft 365 tenant.

    If anyone has a Google Enterprise account I would be more than happy to look at integrating that into the app as well so it will work with both.

    Please reach out if you would like to use it or test it out.

  • David Bernstein commented  ·   ·  Report

    This seems like such a core service for an accounting package that I can’t believe we are still waiting for Xero to implement it. Meanwhile, according to an email from Xero a few days ago, I’ll soon be paying more than 2x my 2022 subscription fee. Exactly what are we paying so much money for other than avoiding what seems like an eventual yet reluctant return to QB?

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