Settings and activity

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1. Customer Statement - Send an overdue invoice statement

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

   Hi everyone, it's great to have the insights from your support and comments here. We understand how sending overdue statements would help in cashflows and reduce steps in following up on the most important payments from customers.

   We appreciate the needs you've shared and want you to know this is high on our teams radar. While it's not on the roadmap just yet, this is something we'd like to address and the team have done some initial discovery of.

   We'll be sure to share further updates on this with you all, here.

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   Daniel D commented  ·  30 April, 2026  ·  Edit…  ·  delete…

   For users on the higher tier plans, statements are critical to manage b2b customers. Really hope to be able to have these automated.

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   Daniel D supported this idea  ·  30 April, 2026

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

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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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   Daniel D commented  ·  12 October, 2023  ·  Edit…  ·  delete…

   Hey Xero Team,

   Statements is a integral to accounting. Sincerely hope that the team, would remove bloat, and start adding features that users will use. The reason why clients used Xero in the past was becuase it powered small--medium businesses with a great product ^^. A product speaks for itself, thanks guys!

   Price of this product has increased by >40% in a year.

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   Daniel D supported this idea  ·  12 October, 2023