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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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  • Richard Pinder commented  ·   ·  Report

    Xero can send automated invoice reminders but not statements

  • Pieter Swart commented  ·   ·  Report

    We have customer that require it daily. We work on prefunded account, so they check their balance and availability.

  • Darren Cook commented  ·   ·  Report

    Yes please add this feature of automatic statements, this is very important to have.

  • Richard Warren commented  ·   ·  Report

    With the increasing move to charging saas customers over different periods (Monthly/quarterly, annually), being able to have flexibility to send statements that match these periods would make sense.

  • Christine Weldon commented  ·   ·  Report

    Please Xero, the Automate of Statements is a must in all Accounting Packages, can Xero stop changing what the screens look like and start concentrating on what is needed to run even smoother accounting systems.
    Xero needs to have a set up where one can Automatically send out Monthly Statements to their clients, so invoices are paid promptly. Xero goes on about invoices being paid on time, Statements go hand in hand with this.
    I would like to see this addressed sooner rather than later.

  • Jenna Lawes commented  ·   ·  Report

    Automated receipts emailed through to customers once payments have been applied.

  • Chris Rogan commented  ·   ·  Report

    @Luigi - because Xero only pander to accountants and their needs rather than end-users now. It's become as complacent as Sage and awaiting a new competitor to wipe them out... hopefully soon.

  • Anthony Nixon commented  ·   ·  Report

    I would love to see this happen. Specifically with the amounts/overdue by days in red as you see when viewing via the Dashboard as opposed to running a statement report. See the example to make more sense.

  • Luigi Bufalino commented  ·   ·  Report

    Why are all these ideas too hard to implement? You know what isn't too hard to implement? Changing to a system that has all the critical features and functions to make our lives easier.

  • Jill Griffiths commented  ·   ·  Report

    It would be a great help to us to be able to automatically send statements rather than having to take the time to send individually each time. This should be a standard option.

  • Andy Parker commented  ·   ·  Report

    Most of the ideas here are eventually responded to by Xero with 'nah', so I'm not holding my breath.

  • Benjamin Stanley commented  ·   ·  Report

    Zero response from Xero on this so far and 294 votes as well.

    I wonder if this will ever happen 🤔

  • Neil Cameron commented  ·   ·  Report

    Being able to send customer statements automatically to all customers at month end would be so much more efficient and don't think we should have to pay for an add on for this. This is a basic month end process that I would expect from any system.

  • v massam commented  ·   ·  Report

    this would be super convenient, it would be great not to have to pay extra for this through a third party app!

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