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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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  • Shaun Rhodes commented  ·   ·  Report

    This should be a basic function of any accounting software.

  • Charlotte Jakes commented  ·   ·  Report

    being able to chose if statement chasing for overdue instead of per invoice chasing would be extremely helpful! Would be great if we could set up the overdue reminders for statements!!

  • Streamline Auto Parts commented  ·   ·  Report

    This is a critical tool that at the moment is a labour intensive monthly task that shouldnt be if it had the same functionality as the set invoice reminders on or off.
    This will need to be when you set a new customer up as each individual customer has different requirements including customers that done want to be bothered with reminders.

    this is really an easy fix and will change Xero users lives giving them more time to concentrate on their businesses !!
    Keep me posted please !
    Regards
    Paul Cooke
    Streamline Auto Parts

  • Joanne Purcell commented  ·   ·  Report

    It's critical to business cashflow to have reminder statements going out regularly.
    With only 5 invoice reminders available, there are no reminders after the last one goes out.
    So, out of mind, out of sight!

  • Cassandra McAllister commented  ·   ·  Report

    Automatic customer statements is a really basic finance office function. Any idea when this feature may be developed?

  • Michelle Stephens Byrne commented  ·   ·  Report

    Remember in the new development to add the option to send Customer Statements to a selected 'Group' - this should have been developed as a matter of priortiy. So ridiculous that this is not a standard option!

  • John Chesters commented  ·   ·  Report

    Customer statements, is an area of Xero that needs upgrades to it's technology in order to make ideas like this one here possible.

    Maybe time should have been spent on that rather than the new invoicing system.

  • Nikki Velinsky commented  ·   ·  Report

    The system already sends invoice reminders so why not statements?

  • Nicole Oberholzer commented  ·   ·  Report

    This would be such a big help, especially for monthly invoicing. What would be great if they can include a balance of account when invoices are sent out.

  • Blair McLachlan commented  ·   ·  Report

    To add to this - could we send customer statements by group of customers?

    Could then designate customers who need a little more "encouragement" then others or different trade terms etc - rather than just sending to all and having to unclick (could easily miss one!)

  • Fiona Bunting commented  ·   ·  Report

    This would be very useful. Why can we automate reminders but not statements?

  • Julie John commented  ·   ·  Report

    Mothly automated statements is a must for good credit control.

  • Lana Johnson commented  ·   ·  Report

    I won't be moving my practice over until client statements can be automated, not only for monthly statements but to automate monthly invoices such as subscriptions.

  • Esther Santos commented  ·   ·  Report

    Why have only automated invoice reminders..This is a critical feature even for our practices. Please bring this in urgently, especially South Africa.

  • Brad Moore commented  ·   ·  Report

    Can we PLEASE have an update on this feature? Is it happening soon? Is it not?

  • Phillipa Daw commented  ·   ·  Report

    Please can you address the Automation of Statements. This is a basic requirement for all SME's and needs to be on a high priority please.

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