Customer statements - Ability to auto email Statements to customers
Ability to send an automatic statement to customer
Purpose: To prevent late payment from customer
AdminXero Team
(Admin, Xero)
shared this idea
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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Phil Lewis
commented
Surprised this isn't available.
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Kelly Ferguson
commented
This is really essential to our business to increase the likelihood of on-time payments nd reduce admin.
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Lloyd Knipe
commented
Agreed, this should be a basic choice to allow for an AUTOMATIC sending of monthly statement programmed for a specific day of the month to manage cash flow. I am truly surprised it is not available in Xero as every statement monthly or not, is manual and costly to my business.
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Richard Duke
commented
I don't understand how this is not a feature yet? Ohh there is an app for that, really? Why do we need an app for something that should be a basic part of Xero... and who developed this app?
Is this what Xero do now... Cherry pick the most requested features, develop an external app that plugs back into Xero, all so they can add on an extra monthly fee?
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Jason Kiely
commented
Im sure quick books already offer this - your software is great but this is a feature that should have been added from the start
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Jane Cahill
commented
Come on Xero. So many of us think being able to choose when and to whom statements are sent automatically, surely this should now be a feature?
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Warwick Billings
commented
Seems a very obvious omission, I got here by trying to figure it out as I assumed it would exist!!
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Chillishot - Accounts
commented
Xero automates so much, why can't this be automated as well to save customers time?
Seems like such a simple thing to do. -
Tracy Hickling
commented
Would like to see this feature
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Gary Greyling
commented
Theres a new plugin for Xero that does this called Statey:
It can be configured to send weekly, or monthly. It also enables you to customise the statement with things like 30-60-90 day aging.
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Karen Peters
commented
This is an important to our customers who want statements, and as a basic accounting function, it seems logical to be able to do this.
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Gregory Jeanselme
commented
Come on Xero this should be a standard feature. For us we don't need it as much to send out but some of our suppliers are unable to send us regular statements each month and I have to remind THEM to send one when I do the supplier payment runs for our restaurant which is really annoying!
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Cameron Anderson
commented
How are scheduled statements not a thing yet?
It would save a lot of time for everyone to have statements go out on their specified date! -
Alexander Yim
commented
Upvoting this!! +++++
I have a customer who requires end-of-month statements. All my invoices with them are automated so this is the ONLY manual part -- and is very tedious to set a reminder to myself to do it every single month.
The feature would need to have a way to lock the start of the date range and cutomise the end of the date range.
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Maneesha Marzol
commented
Would be helpful! This was posted as a product idea in 2015 but still not actioned :( https://productideas.xero.com/forums/939198/suggestions/44961106
I read another post and someone suggested using: https://www.statey.app/
I am starting a free trial as we'd like to be sending monthly statements automatically too :)
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Maxine Bright
commented
This is really for Xero Blue not practice manager, but you do not have a category for this,
Automated client statements - have the option to send out our practice statements on a regular basis i.e. weekly or fortnightly regardless of the days due or overdue!
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Jason Kendall
commented
This would save a lot of time, unsure why XERO don't have this function, people have been talking about it for years.
Clients paying bills on-time is as important as having a quality accounts package
if set for 14 days it should email at 15 days and you should have the option to send it at a set time, with auto reminders set at a choice of ever day, 2 days 3 days etc automated time setting is better. -
Jessica Broda
commented
I cannot really believe that Xero does not have this yet, I mean this is a basic feature to be able to send out automatic statements. Doing it manually wastes time and also has the risk to be forgotten which makes some customers angry as they require monthly statements.
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Lindsey Sugars
commented
Who has time to do a manual statement run each month? With many clients wanting statements sending out this would save a huge amount of time.
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Alanna Cooper
commented
Many Customers require their statements by a certain date, sometimes meetings, or leave, come up and I am unable to meet this criteria. It would be really great to "set and forget"