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  1. Customer statements - Ability to auto email Statements to customers

    1,163 votes

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    338 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    We hear you team! Thank you for continuing to share back with us here, and a big thanks to those that registered interest and provided input to the teams earlier research.

    Right now, there's still some discovery going on around this functionality, but I want to assure you this is a feature our team are keen to develop.

    While the first round of research helped inform our team they want to dive deeper into some of the aspects surrounding this feature that'll help ensure we create a solution that'll best fit majority of businesses.

    We'd like to give provide the opportunity to everyone here to participate in this and if you can spare a few minutes, our team have prepared a few questions in this form 📝 that we'd love your feedback on.

    We want to keep you updated as work progresses on this, and I'll be back to share…

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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  ·