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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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  • Andy Parker commented  ·   ·  Report

    Being able to automate the send of customer statements is high on our product teams radar, however we want to be transparent that this isn't planned in the short term.

    The above doesn't really seem like that's the case? It cannot be a priority when it's been asked for for more than 3 years, but still nowhere near being done.

    This is a basic accounting function for most business and should be integrated within the system.

    Come on, this should be sorted by now...maybe less time on cosmetic changes and more time on real functional changes!

  • Lyndsay Marks commented  ·   ·  Report

    Xero needs to see that there clients are asking for these feature for running business

  • Harley Darby commented  ·   ·  Report

    It has been observed customers who are late with invoices shield themselves buy saying if your statement of account is not updated/accurate we don't or wont pay till it is. This can be overcome with enabling SOA reminders which collate ALL overdue invoices to one reminder. Even better if it can be stapled to new invoices still within terms.

  • Sophie Storm commented  ·   ·  Report

    Seems like something simple to add that would be very effective to running businesses.

  • Annie Chan commented  ·   ·  Report

    I've had a lot of customers ask for this so would love to see this added

  • Jason Kendall commented  ·   ·  Report

    100% facts, this is the one thing that would make a serious difference, I’m sick of seeing updates from people just like me saying this would be cool, XERO stop fobbing the clients off, make it happen, before we choose with our feet and walk.

  • Chris Rogan commented  ·   ·  Report

    @Emma Roberts - what's worse is I've just had a customer survey where it looks like they're evaluating whether they should start a CRM tool or Project Management tool (they just sold WorkflowMax after wrecking it - in a Sage-ACT! style f'up)... they literally don't care about these forums anymore - they're just a means to fob customers off - they have no bearing on product development whatsoever - I dare say Kelly was sacked a while ago - the ticket has been open since 2015... so to have an update from Kelly in 2023 is a joke.

  • Emma Roberts commented  ·   ·  Report

    Please can you let me know why, as an accounting software, atomically sending statements is not already possible. I would have thought that this would have been one of the first things you made. 1. Invoices and sending them out automatically. 2. Statements and sending them out automatically.

    As Kelly told us it was being worked on 2 years ago I am quite worried about all the other critical things that I am still waiting for. Colours for the top to differentiate between companies and the most important thing is an unapproved button or release for payment function.

    Absolute joke

  • Mark Stone commented  ·   ·  Report

    *****************Xero, please listen to your customers***************************

    Globally, how much time could be re-claimed by businesses being able to automate repetitive tasks! As a cloud platform you are supposed to be agile. If you don't value passing time savings over to your customers but charge them more for the same old service, perhaps we should be looking to work with vendors that do.

    Does Xero have a published roadmap of technology upgrades? Its all very well talking about it, but businesses need solid timescales to work with. This holistic approach does not cut the mustard!

    To everyone else, sorry for having to post on multiple threads.

  • Lukas Hartzenberg commented  ·   ·  Report

    Please also add feature where date of statement can be changed for each individual client.

  • Mark Stone commented  ·   ·  Report

    *****************Xero, please listen to your customers***************************

    Globally, how much time could be re-claimed by businesses being able to automate repetitive tasks! As a cloud platform you are supposed to be agile. If you dont value passing time savings over to your customers, perhaps we should be looking to work with vendors that do.

  • Claire Wilkinson commented  ·   ·  Report

    Sadly lack of progress (or comment) on seemingly easy fix ideas appears to be path of the course for Xero ...!

  • Sally Durose commented  ·   ·  Report

    I sent statements on a weekly basis ait would be time saving if these could be automated.

  • Fiona Purves commented  ·   ·  Report

    Please add this feature. invoice reminders is good but we have high volume low value clients , which could mean 100+ invoice reminders being sent out - when what we need is one statement.

  • Chris Rogan commented  ·   ·  Report

    @Craig Vickers - couldn't agree more - good way of looking at it, I always thought they were kissing the backsides of accountants and bookkeepers being their main sales channel but a defective product opens up an ecosystem with a rake.

  • Ralf Roedger commented  ·   ·  Report

    I am starting to have second thoughts about xero after migrating 2 years ago, i am small business and need to free up my time from admin.
    why is this not standard item, i thought xero was an accounting, invoicing software ??
    "Always send (even if balance is £0)"
    "Send when there are 30+ day invoices"
    "Send when there are 1+ day invoices"

  • Este Roux commented  ·   ·  Report

    I would love to have stetements sent automatically once an invoice becomes overdue or at month end. Currently you only have reminders

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