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  1. Customer Statement - Automated statements for contacts

    550 votes

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    142 comments  ·  Contacts & files » Contact  ·  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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    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  ·