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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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  • Jeff Cornwell commented  ·   ·  Report

    This is essential. Too much manual handling without it.

  • Kyle Odendaal commented  ·   ·  Report

    This would make the end of month administration side of things a lot easier for credit control!

  • Lindsey Sugars commented  ·   ·  Report

    I got all excited then and went to check out Statey only to find, of course, there is a monthly fee. We shouldn't really be paying extra for a basic, and fundamental, accounting function.

  • Chad Botha commented  ·   ·  Report

    Thanks Gary definitely going to try "Statey" seems you have all areas covered,

    Interesting comment that certain customers do not want to receive a statement, I understand if there is nothing due but if a customer wants and account, and they owe money, the cannot really chose not to receive a statement, that would be a condition of business.

  • Gary Greyling commented  ·   ·  Report

    Hey Hana and Taneta

    You can setup automated statement runs with the "Statey" plugin. It can automatically exclude people who are paid-up, and you can permanently exclude people that don't want statements.

    Check it out in the Xero app store.

  • Hana Le commented  ·   ·  Report

    But some customers do not want to receive statements. If the auto email can exclude the customers who are turned off for reminder would be great!

  • Taneta Kerr commented  ·   ·  Report

    If Xero could automatically send statements on the 1st of each month to all contacts who have an outstanding amount regardless of the due date that would be amazing!

  • Chad Botha commented  ·   ·  Report

    Very surprised that XERO does not offer this as it is an critical part of any accounting feature and would save a lot of time

  • Joanne Matthews commented  ·   ·  Report

    To be able to send out a statement automatically every month would be very helpful

  • Duncan Sinclair commented  ·   ·  Report

    Who has time to do a manual statement run each month?.... I totally agree!

    This should be a part of Xero and not an external app. Have they ever run their own small business, probably not.

  • Alicia Anderson commented  ·   ·  Report

    This should totally be a feature, you can set up auto invoicing why not this??!!

  • Bindu Sethuram commented  ·   ·  Report

    Currently I have had to set my own calendar reminder to email and chase up some of our suppliers at the start of each month to send us regular statements to manage cash flow. Would have been a task less for me if Xero had a feature where the supplier could just tick a box to automatically generate a statement by a specific date.

  • Alex Virtue commented  ·   ·  Report

    Thank you Gary Greyling, I just discovered statey and am trying it out!

  • Gary Greyling commented  ·   ·  Report

    We've been wanting this for many years, and so we decided to build and share a plugin that does this. Check out https://www.statey.app

    We're not Xero. Just a small team of software developers scratching our own itch, and sharing it with anyone else that would find it useful :)

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