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  1. Customer Statement - Automated statements for contacts

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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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    Colin Richards commented  · 

    I would have thought being able to send regular statements, just like the invoices feature would be easy and standard!

    New selective licencing terms in Liverpool mean we no have to manually send every tenant a statement of their account even if the is no problems... Just more work and things to try to schedule!

    Colin Richards supported this idea  ·