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  1. Invoice Reminders - Auto email Statements to customers

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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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    Barry Demetriou commented  · 

    What are your timescales for this please? With more and more clients only paying on receipt of statement, as a small business it is a very time consuming exercise to keep having to go through accounts. Why is it so hard to create a function whereby if a client account has invoices that are overdue xero can automatically send them a statement of account? I would like to know how important you think this is to the end user, as I am now actively looking to move a to a new accounts provider that will accommodate what is a must for me.

    Also, what is Xeros tie in with Statey? From what I can see it is a stand alone app that integrates with xero to set up automated statements. Why cant you do that instead of tag teaming with another app ...THAT WE HAVE TO PAY FOR! Get to grips with it please xero before we vote with our feet.

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    Barry Demetriou commented  · 

    I can't believe that such a fundamental part of accounting is not available. It seems pretty simple to me, you can opt in which customers
    that you want (or all) statements sent to, if they have an outstanding balance they get a statement, if their account is at zero, they don't get one.
    Statey is all well and good but its another cost that we shouldn't have to pay as this should be an option with a set up the size of Xero.
    If its not going to be an option then I'm going to look for another provider. There are plenty out there/
    Come on Xero, where is it?