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

    1,087 votes

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    300 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In discovery  ·  AdminKelly Munro (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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    Andy Parker commented  · 

    JAX is saving me so much time that I'm now able to hand write statements and post them to customers every month which they really appreciate. I'm so pleased the product team chose implementing a pseudo-AI search feature over this basic functionality that hundreds of customers have requested.

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    Andy Parker commented  · 

    Most of the ideas here are eventually responded to by Xero with 'nah', so I'm not holding my breath.

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    Andy Parker commented  · 

    This feature would save us a **** of a lot of time and help our cashflow.

    Andy Parker supported this idea  ·