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

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

    Hi team, leaning into the new year our teams are deep in discovery and research of how we could best solves for the needs here.

    We'd like to invite you into this process to provide further input to our product teams discovery.

    If you'd be interested, register your interest with our team through this link - Your feedback would be invaluable to our teams. Thanks!

    I'll be back to share more again as this progresses.

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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.

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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.