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  1. Invoice Reminders - Auto email Statements to customers

    638 votes

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    141 comments  ·  For small businesses » Business features  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate how automatically sending statements could improve cash flows, and save the manual efforts involved in this periodic task.

    We recognise the importance of this functionality, and with a clear focus on decreasing the time it takes for our customers to receive payments, I’m pleased to share that this idea is now In discovery. 😊

    While we can’t give any commitments to development yet, this is a good step in the right direction and we’ll be sure to update you on progress from the exploration here. Thanks!

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    Karen Lloyd commented  · 

    Only here, like a lot of others, as I was looking in to how to send these and assumed it would be an existing feature. Very disappointed to find it's not as currently I have to manually send these each month to some customers.
    The addition of this feature would be brilliant and would save me a lot of time.

  2. Customer Statement - Automated statements for contacts

    547 votes

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    141 comments  ·  For small businesses » Contacts & communication  ·  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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    Karen Lloyd commented  · 

    Yes please, I have a number of customers requesting monthly statements and I have to diarise to manually send them each month which is extra workload so if this could feature could be added it would help immensely.