Skip to content
← Contacts & files

Enter your idea

Contacts & files: Contact

Categories

(thinking…)

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!

550 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

Maxine Bright shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
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.

Show previous admin responses (2)

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Lisa Simpson commented  ·   ·  Report

    I'd love this and it would help our cashflow hugely

  • Andy Bartlett commented  ·   ·  Report

    As other have said previously the fact that this is not part of the standard offering is a big minus!

  • Melissa Verryt commented  ·   ·  Report

    Some, not all, of our clients require statements, being able to automate this with a check box and monthly date would save a lot of time and hassle

  • Finance Four Pack commented  ·   ·  Report

    All users of Xero need to remember that Xero is not interested on addressing our commends, issues and needs.
    Xero is in this game SOLELY to make money out of us.
    This has been proven by their customer service and responses time and time again.

  • Daniel D commented  ·   ·  Report

    Hey Xero Team,

    Statements is a integral to accounting. Sincerely hope that the team, would remove bloat, and start adding features that users will use. The reason why clients used Xero in the past was becuase it powered small--medium businesses with a great product ^^. A product speaks for itself, thanks guys!

    Price of this product has increased by >40% in a year.

  • Kishor Lamdande commented  ·   ·  Report

    Hi Xero Team,
    We are looking for this function to be rolled out from Starting of this year. Team was telling me this is in the pipeline. After 9 months also we did not receive this function in Xero.
    We want to send Auto Email Statements to contacts.
    Please look into this on high priority.

    Almost all businesses are looking for this feature as this is the standard practice for maintaining transparent business with all clients.

  • Cath Lewis commented  ·   ·  Report

    Why has Xero not moved on this? It seems obvious and universally useful.

  • Philip Van Schalkwyk commented  ·   ·  Report

    While we wait for Xero to add this, try Statey. It's a Xero add-on app. Yes, the base version costs USD 10 p/m, but it works great. Fully automated, let's you know when statements are sent. We use the base version in our practice, and it avoids having to remember and then manually run statements.

  • Hannes Olivier commented  ·   ·  Report

    I think we can all agree that XERO doesn't care about their clients.

    I'm happy to say that we're moving over to SAGE Online. XERO is absolutely abysmal. Look at how old this comment is, and yet XERO hasn't even responded with a "Wow this is a **** idea" or a "We'll look into it".

  • Mel Morrisby commented  ·   ·  Report

    An essential service. This would save me so much time. And I always forget.... even with reminders set.

  • Diana Cosa commented  ·   ·  Report

    Having the option to sent statements automatically at a certain date is important.

    Will be great to have this feature added.

  • Chays van Deventer commented  ·   ·  Report

    Most of our clients have internal processes that require the invoice and statement be sent before payment.

  • Bryan Muge commented  ·   ·  Report

    Adding to this, if automated a user notification incase of prompt/adhoc adjustment.

  • carolyn austin commented  ·   ·  Report

    I vote for this too.

    It is confusing for the customer to just get a reminder for one invoice outstanding when there are actually more outstanding.

    Within the Invoice Reminders set up, it would be helpful if we could have the option to automate sending both a statement and all outstanding invoices at regular intervals if overdue.

    Also, Invoice Reminders need an “and every xx days thereafter” option so that reminders don’t stop if payment has not been made.

    Thanks

1 2 3 5 7 8