Settings and activity
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46 votes
Fiona Jakobs
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113 votesFiona Jakobs
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22 votesFiona Jakobs
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567 votes
Hi community, we understand the appetite surrounding this idea and how automation of customer statements could have a big impact on your efficiency and free up a lot of precious time to do more valuable tasks. As noted in my last update this has been high on our product teams radar and we wanted to let you know that we're now looking into how we might leverage Invoice reminders as a means to solve for needs in this idea.
Very early in the teams discovery at this point, but we'll share further updates with you here.
An error occurred while saving the comment Fiona Jakobs
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Any progress on this?
Fiona Jakobs
supported this idea
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A simple option to schedule remittance advice to be sent on the payment date (or a tick box when scheduling payments) would make this process far more efficient and professional. If Xero can’t support full scheduling, then at minimum the remittance email must include a clear [Payment Date] field (and ideally a send time option). Sending remittance before payment is made creates avoidable confusion for suppliers and adds unnecessary admin for users—this should be standard functionality alongside scheduled payments.