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1. Customer Statements - Option to remove links to invoices

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   80 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, thanks for continuing to share your feedback on this idea.

   We appreciate wanting to hear more on where this is at and we'd like to update that we're just beginning to explore the future of Statements within Xero.

   We understand the need for more control over what’s included in statements, particularly when invoice links or related actions don’t reflect the way your business work, or cause confusion for the customers receiving them.

   This is something our team will be taking into careful consideration as that work develops.

   We’ll keep you updated here as discovery progresses.

   Eleanor Lefever supported this idea  ·  05 October, 2023
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   Eleanor Lefever commented  ·  05 October, 2023  ·  Edit…  ·  delete…

   Xero - if only you'd put the effort for this feature, that so many of us don't want, into automatic statement sending, that so many of us do.

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

   1,178 votes

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   343 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   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.

   Please note: When you join, your entire… more

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   Eleanor Lefever commented  ·  08 March, 2023  ·  Edit…  ·  delete…

   This thread was started in 2015. What's the point in voting if there's nothing done about it?
   Thank you.

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   Eleanor Lefever supported this idea  ·  08 March, 2023