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1,178 votes
Heya team, thanks to everyone who shared feedback through the form in our last update. Your contributions have helped us make great headway, and this idea is now moving into development.
We're inviting a limited group of users to test our new Statement list and PDF views. These are important stepping stones towards scheduled statements, and testers will automatically receive early access to scheduling when it becomes available. Register your interest through this form as soon as possible.
If you don't make it into this testing group, don't worry. We'll continue sharing updates here as the work progresses.
This early release gives you greater control over your statements, from customising which columns you see to editing contacts inline and previewing exactly what each customer will receive before you send. Your statements will also now match your invoice branding for a more consistent experience.
Please note: When you join, your entire…
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Jason Kendall
commented
This would save a lot of time, unsure why XERO don't have this function, people have been talking about it for years.
Clients paying bills on-time is as important as having a quality accounts package
if set for 14 days it should email at 15 days and you should have the option to send it at a set time, with auto reminders set at a choice of ever day, 2 days 3 days etc automated time setting is better.Jason Kendall
supported this idea
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100% facts, this is the one thing that would make a serious difference, I’m sick of seeing updates from people just like me saying this would be cool, XERO stop fobbing the clients off, make it happen, before we choose with our feet and walk.