Customer Statement - Automated statements for contacts
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!
Maxine Bright
shared this idea
Hi community, we understand the appetite surrounding this idea and how automation of customer statements could have a big impact on your efficiency and free up a lot of precious time to do more valuable tasks. As noted in my last update this has been high on our product teams radar and we wanted to let you know that we're now looking into how we might leverage Invoice reminders as a means to solve for needs in this idea.
Very early in the teams discovery at this point, but we'll share further updates with you here.
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Alicia Anderson
commented
This should totally be a feature, you can set up auto invoicing why not this??!!
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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 :)