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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!

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Maxine Bright shared this idea  ·   ·  Report…  ·  Admin →
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In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

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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  • Jake Roberts commented  ·   ·  Report

    Critical addition to Xero for our business. Our customers wont pay off invoices and always request statements but currently it takes up way too much admin time.

  • Linda Brown commented  ·   ·  Report

    There are so many improvements in AI coding now days, how is this not something that has been rolled out as part of New Invoicing? Reduce manual workload please! Please add a recurring statement option for us like recurring invoices.

  • Annie Reeves commented  ·   ·  Report

    Today, a customer has asked to be sent monthly statements, a very reasonable request, which they have a right to feel entitled to. What WE don't want is to have to do this manually, so let me add my voice to the many, many I see here - DO IT PLEASE XERO!

  • James Lightbody commented  ·   ·  Report

    Have needed this for so long. Team has to manually download them and send every month. If we forget we don't get paid. Extremely annoying! Would really appreciate if Xero could build in automation on this - even as simple as a check box on the automated invoicing that says 'automatically send statement with invoice'. That's all we need.

  • Natalie Dahoud commented  ·   ·  Report

    would save a tremendous amount of admin time for our finance team

  • Benjamin Stanley commented  ·   ·  Report

    I guess that's where https://www.statey.app has come from. I'm currently paying the £8 monthly to send a PDF on 1st to each customer with an outstanding balance.
    Still not quite what I need as some customers want a statement even if their balance is £0.
    It needs to be inside Xero really so I can set it on a per account basis with some variables like
    "Always send (even if balance is £0)"
    "Send when there are 30+ day invoices"
    "Send when there are 1+ day invoices"

  • Brett Alan Chapman commented  ·   ·  Report

    If everyone using Xero chips in a few $ im sure we could just pay some IT guy wanting to start a business to create a new software package for the people by the people.. Start listening to your customers Xero.. One day it will be too late.

  • Accounts Colin Cross Printers commented  ·   ·  Report

    So long overdue it hurts, how can a company sell accounts software without this feature. Surely it would take a good dev team about half an hour to implement this.

  • Finance Four Pack commented  ·   ·  Report

    Xero does not give a Rats **** about the requirements of their clients, only about taking their money...
    This has been proven over and over again.

  • Shaoyi Hempson commented  ·   ·  Report

    I need this feature like yesterday! Please add it on Xero!

  • Streamline Auto Parts commented  ·   ·  Report

    This is a critical tool that at the moment is a labour intensive monthly task that shouldnt be if it had the same functionality as the set invoice reminders on or off.
    This will need to be when you set a new customer up as each individual customer has different requirements including customers that done want to be bothered with reminders.

    this is really an easy fix and will change Xero users lives giving them more time to concentrate on their businesses !!
    Keep me posted please !
    Regards
    Paul Cooke
    Streamline Auto Parts

  • Joanne Purcell commented  ·   ·  Report

    It's critical to business cashflow to have reminder statements going out regularly.
    With only 5 invoice reminders available, there are no reminders after the last one goes out.
    So, out of mind, out of sight!

  • Nicole Oberholzer commented  ·   ·  Report

    This would be such a big help, especially for monthly invoicing. What would be great if they can include a balance of account when invoices are sent out.

  • Fiona Bunting commented  ·   ·  Report

    This would be very useful. Why can we automate reminders but not statements?

  • 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.

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