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  1. Invoice Reminders - Auto email Statements to customers

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

    Hi team, leaning into the new year our teams are deep in discovery and research of how we could best solves for the needs here.

    We'd like to invite you into this process to provide further input to our product teams discovery.

    If you'd be interested, register your interest with our team through this link - Your feedback would be invaluable to our teams. Thanks!

    I'll be back to share more again as this progresses.

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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  ·