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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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  • Melissa Verryt commented  ·   ·  Report

    Some, not all, of our clients require statements, being able to automate this with a check box and monthly date would save a lot of time and hassle

  • Finance Four Pack commented  ·   ·  Report

    All users of Xero need to remember that Xero is not interested on addressing our commends, issues and needs.
    Xero is in this game SOLELY to make money out of us.
    This has been proven by their customer service and responses time and time again.

  • Daniel D commented  ·   ·  Report

    Hey Xero Team,

    Statements is a integral to accounting. Sincerely hope that the team, would remove bloat, and start adding features that users will use. The reason why clients used Xero in the past was becuase it powered small--medium businesses with a great product ^^. A product speaks for itself, thanks guys!

    Price of this product has increased by >40% in a year.

  • Caz Livingstone commented  ·   ·  Report

    When you do get to this, options I would like to see are:

    All Customers:
    - Option to send or not send statements automatically.
    -- If the option to send automatically is selected, then:
    --- option to choose what date and time to send them
    --- option to insert a notice to all customers on the statement
    --- option to be notified when opened/read by the customer

    Individual Customers:
    -- Option to choose which individual customers to send statements to
    -- Option to choose what date to send the statement for each customer
    -- Option to be notified when opened/read by the customer
    -- Option to add a notice on the statement to be read by the individual customer

    I hope this suggestion helps.

    In both cases, on statements to be read by all customers as well as an option to send customized

  • Kishor Lamdande commented  ·   ·  Report

    Hi Xero Team,
    We are looking for this function to be rolled out from Starting of this year. Team was telling me this is in the pipeline. After 9 months also we did not receive this function in Xero.
    We want to send Auto Email Statements to contacts.
    Please look into this on high priority.

    Almost all businesses are looking for this feature as this is the standard practice for maintaining transparent business with all clients.

  • Kelvin Wolff commented  ·   ·  Report

    Being able to individually select customers to automatically send monthly statements to.

  • Matthew Leung commented  ·   ·  Report

    Having time to move everyone across to the horrible new reports but didn't have time to automate the email statements in the last 8 years.
    You've done a great job Xero!

  • Cath Lewis commented  ·   ·  Report

    Why has Xero not moved on this? It seems obvious and universally useful.

  • Philip Van Schalkwyk commented  ·   ·  Report

    While we wait for Xero to add this, try Statey. It's a Xero add-on app. Yes, the base version costs USD 10 p/m, but it works great. Fully automated, let's you know when statements are sent. We use the base version in our practice, and it avoids having to remember and then manually run statements.

  • Hannes Olivier commented  ·   ·  Report

    I think we can all agree that XERO doesn't care about their clients.

    I'm happy to say that we're moving over to SAGE Online. XERO is absolutely abysmal. Look at how old this comment is, and yet XERO hasn't even responded with a "Wow this is a **** idea" or a "We'll look into it".

  • Mel Morrisby commented  ·   ·  Report

    An essential service. This would save me so much time. And I always forget.... even with reminders set.

  • Andrew Robbins commented  ·   ·  Report

    Statements set up and sent automatically is something I have been waiting for a long time, approx 7/8years.
    It's important because we have several clients that we have multiple jobs ongoing with and invoices are being missed due to having so many to deal with. A single statement going out monthly would help when they do their payment runs. Maybe if we could allow the option of a date per customer so we could have it automatically sent out on the day they do their payments, this way it also doesn't get lost within their email inbox.

  • Diana Cosa commented  ·   ·  Report

    Having the option to sent statements automatically at a certain date is important.

    Will be great to have this feature added.

  • Chays van Deventer commented  ·   ·  Report

    Most of our clients have internal processes that require the invoice and statement be sent before payment.

  • Bryan Muge commented  ·   ·  Report

    Adding to this, if automated a user notification incase of prompt/adhoc adjustment.

  • carolyn austin commented  ·   ·  Report

    I vote for this too.

    It is confusing for the customer to just get a reminder for one invoice outstanding when there are actually more outstanding.

    Within the Invoice Reminders set up, it would be helpful if we could have the option to automate sending both a statement and all outstanding invoices at regular intervals if overdue.

    Also, Invoice Reminders need an “and every xx days thereafter” option so that reminders don’t stop if payment has not been made.

    Thanks

  • Gary Greyling commented  ·   ·  Report

    Hey @barry

    Take a look at "Statey" on the Xero app store.

    It automates statement runs, with smart lists so that it doesn't spam people that haven't traded with you recently.

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