Heya team, thanks to everyone who shared feedback through the form in our last update. Your contributions have helped us make great headway, and this idea is now moving into development.
We're inviting a limited group of users to test our new Statement list and PDF views. These are important stepping stones towards scheduled statements, and testers will automatically receive early access to scheduling when it becomes available. Register your interest through this form as soon as possible.
If you don't make it into this testing group, don't worry. We'll continue sharing updates here as the work progresses.
This early release gives you greater control over your statements, from customising which columns you see to editing contacts inline and previewing exactly what each customer will receive before you send. Your statements will also now match your invoice branding for a more consistent experience.
Please note: When you join, your entire organisation permanently moves to the new statement branding templates, that are consistent with your invoice templates. This can't be reversed. Each user can switch back to the older statements list for a limited time.
What’s coming soon: Schedule statements to automatically send on regular cadence, track send status, get easier access to statements in the sales navigation, and have more control over which columns you display on your statement PDF.
Heya team, thanks to everyone who shared feedback through the form in our last update. Your contributions have helped us make great headway, and this idea is now moving into development.
We're inviting a limited group of users to test our new Statement list and PDF views. These are important stepping stones towards scheduled statements, and testers will automatically receive early access to scheduling when it becomes available. Register your interest through this form as soon as possible.
If you don't make it into this testing group, don't worry. We'll continue sharing updates here as the work progresses.
This early release gives you greater control over your statements, from customising which columns you see to editing contacts inline and previewing exactly what each customer will receive before you send. Your statements will also now match your invoice branding for a more consistent experience.
Welcome to the annoying business model of SAAS apps. Xero has such a big hole in their product that they create an opportunity for someone to develop a solution to fill that hole. Stately. Stately, as a Xero Partner, pays Xero a percentage of their revenue. So now, Xero will not spend the time and money to fix the hole because they are making money off of Stately.
It is very short sided on Xero's part to keep operating this way. If we have to use so many bolt ons to get a complete product, you are opening the door for us to switch to a more modern application that does not have the same inadequacies. Please do better Xero. But being that this request was started nearly 10 years ago, I guess we just switch to a better application.
Craig Vickers
supported this idea
·
Welcome to the annoying business model of SAAS apps. Xero has such a big hole in their product that they create an opportunity for someone to develop a solution to fill that hole. Stately. Stately, as a Xero Partner, pays Xero a percentage of their revenue. So now, Xero will not spend the time and money to fix the hole because they are making money off of Stately.
It is very short sided on Xero's part to keep operating this way. If we have to use so many bolt ons to get a complete product, you are opening the door for us to switch to a more modern application that does not have the same inadequacies. Please do better Xero. But being that this request was started nearly 10 years ago, I guess we just switch to a better application.