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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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    Andrew Robbins commented  · 

    Statements set up and sent automatically is something I have been waiting for a long time, approx 7/8years.
    It's important because we have several clients that we have multiple jobs ongoing with and invoices are being missed due to having so many to deal with. A single statement going out monthly would help when they do their payment runs. Maybe if we could allow the option of a date per customer so we could have it automatically sent out on the day they do their payments, this way it also doesn't get lost within their email inbox.

    Andrew Robbins supported this idea  ·