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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!

550 votes

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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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  • Finance Four Pack commented  ·   ·  Report

    I do not know why we bother logging this. Xero hates their customer and provides no support.

  • Hannes Olivier commented  ·   ·  Report

    Nevermind everybody. After waiting for 12 months I’m taking all my companies to Sage Intacct.

    Also, Sage answer their phones when you phone them.

    I’m more disappointed in Xero than I am in my ex girlfriend….😒

  • Leisha Chapman commented  ·   ·  Report

    Very important - I want to transfer someone from MYOB and they are not sure they want to lose this function available in MYOB

  • Clare Kendall C.FICB commented  ·   ·  Report

    This would be very useful indeed but would need to be configurable to choose which clients would receive statements

  • Amy Vine commented  ·   ·  Report

    Really need the option to add in contacts separate email addresses for statements separate to invoices... Few things that should be included to Xero to make it more smooth sailing for certain businesses and am not sure why they sit and wait for a ridiculous amount of people to suggest it before even considering.

  • Barbara Olejnik commented  ·   ·  Report

    That's a shame that Xero doesn't do anything with some o the basic and crucial problems i options reported to them for the years.

  • Taryn De Villiers commented  ·   ·  Report

    There is another VOTE for the same thing from 2015. Does look like we will get much hope of this every happening... Very Sad.

  • Vikki Days commented  ·   ·  Report

    This would be helpful for when you are not in the office on the usual day of statement sending or are on leave

  • lindsay Campbell commented  ·   ·  Report

    Please include this - this really would help the SME's to have it automated.

  • Andy Parker commented  ·   ·  Report

    This feature would save us a **** of a lot of time and help our cashflow.

  • Rowena Thompson commented  ·   ·  Report

    Hi Xero, please prioritise this - there is massive demand for it

  • Naylz Bay Topsoil commented  ·   ·  Report

    this is critical. What features are you working on if you can't implement something as simple as this and adding interest automatically.

  • Reyer Meihuizen commented  ·   ·  Report

    yes yes yes, why not?? some customers wont pay unless they have a statement in addition to then original invoices

  • Matthew Corey commented  ·   ·  Report

    I love this idea, and it should already be available, unfortunately I think we can all agree that Xero just aren't going to do it anytime soon. They are too focused on redesigning reports and other "Improvements" which only align to their desires, not their customers needs, wants and desires.

    It's the one continuous theme I have noticed is that the Xero team only focus on their own internal desires for the software, and pay little attention to the needs of their customers.

  • Ania George commented  ·   ·  Report

    that must be so easy to implement! come on Xero team!

  • Kristian Coles commented  ·   ·  Report

    This would save our clients huge amounts of time chasing their debts and would be a great selling feature of Xero

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