Settings and activity
2 results found
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410 votes
Thanks for your support on the idea, everyone. We thoroughly appreciate your participation, and letting us know where you'd like to see change across Xero.
Customer statements, is an area of Xero that needs upgrades to it's technology in order to make ideas like this one here possible.
Currently, while we have plans for modernising this space soon we cannot commit to any new developments for Statements until this work has been complete. Once this has been done I'll round back to the idea here when we can reset the objectives.
An error occurred while saving the comment An error occurred while saving the comment 
Gary Greyling
commented
As an interim solution (while we wait for Xero do this natively), there is a plugin on the Xero App store called "Statey".
It syncs your Xero data and generates automated monthly/weekly customer statements and saves all the email receipts.
Yes, it costs some money, but its something for those in need while we wait.
An error occurred while saving the comment Gary Greyling
commented
Hey Juan
Totally agree. There is a plugin called "Statey" on the Xero App store. It allows you to setup a recurring schedule, and apply 'smart' filters like only sending to people that are overdue, or outstanding.
Check it out.
An error occurred while saving the comment Gary Greyling
commented
Hey Karen
You should check out "Statey" on the Xero App Store.
It's a plugin for Xero that automatically sends statements to your customers.
You can customise the schedule to run weekly/monthly, and you can tweak the format of the statement itself.
It can also send based on 'smart filters', like only sending statements to customers with an overdue or outstanding amount.
An error occurred while saving the comment Gary Greyling
commented
Hey Hana and Taneta
You can setup automated statement runs with the "Statey" plugin. It can automatically exclude people who are paid-up, and you can permanently exclude people that don't want statements.
Check it out in the Xero app store.
An error occurred while saving the comment Gary Greyling
commented
We've been wanting this for many years, and so we decided to build and share a plugin that does this. Check out https://www.statey.app
We're not Xero. Just a small team of software developers scratching our own itch, and sharing it with anyone else that would find it useful :)
Gary Greyling
supported this idea
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An error occurred while saving the comment Gary Greyling
commented
Theres a new plugin for Xero that does this called Statey:
It can be configured to send weekly, or monthly. It also enables you to customise the statement with things like 30-60-90 day aging.
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246 votes
An error occurred while saving the comment Gary Greyling
commented
Hey Mark, Theres a plugin for Xero that does this (see https://www.statey.app)
You can set it to email an "outstanding" statement to all customers with overdue amounts weekly or monthly.
Hey @barry
Take a look at "Statey" on the Xero app store.
It automates statement runs, with smart lists so that it doesn't spam people that haven't traded with you recently.