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4 results found

  1. Invoice Reminders - Auto email Statements to customers

    527 votes

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    114 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your support on the idea, everyone. We thoroughly appreciate your participation, and letting us know where you'd like to see change across Xero.

    Customer statements, is an area of Xero that needs upgrades to it's technology in order to make ideas like this one here possible.

    Currently, while we have plans for modernising this space soon we cannot commit to any new developments for Statements until this work has been complete. Once this has been done I'll round back to the idea here when we can reset the objectives.

    Nathan Mansfield supported this idea  · 

  2. Customer Statement - Automated statements for contacts

    411 votes

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    submitted  ·  95 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Nathan Mansfield supported this idea  · 

  3. Contacts - Option to turn off debtors statements

    31 votes

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    9 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Interesting idea - we'll continue tracking interest here. 🙂 In the meantime I did want to highlight how you can send multiple statements at once and may help some here. 


    While it's not possible to set a default for each contact, you can currently send statements to multiple users at once - 

    From your Contact lists either select all, or just the contacts you'd like, select the 3 menu dots in the top right of the page where you'll see an option to 'Send statements'.

    • When clicked this will take you to the statements screen where you can further refine the lists of contacts you'd like to send a statement too
    Nathan Mansfield supported this idea  · 

  4. Contacts - Different default email addresses for different transactions in Xero

    304 votes

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    submitted  ·  133 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Nathan Mansfield supported this idea  ·