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  1. Customer Statement - Automated statements for contacts

    410 votes

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    submitted  ·  95 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Qualifications Network commented  · 

    Whilst not automated there is a way to send statements to all (or selected) customers as follows:

    Go to Business > Invoices > Send Statements. From here you can tick the box beside 'Name' to select all customers and then select 'Email' like you would if you were sending individually from a customers account.

    Hope this might help some of you until Xero automate statements!

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    Qualifications Network commented  · 

    100% - this should be a standard feature for accounts software.

    Qualifications Network supported this idea  ·