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

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

   We hear you team! Thank you for continuing to share back with us here, and a big thanks to those that registered interest and provided input to the teams earlier research.

   Right now, there's still some discovery going on around this functionality, but I want to assure you this is a feature our team are keen to develop.

   While the first round of research helped inform our team they want to dive deeper into some of the aspects surrounding this feature that'll help ensure we create a solution that'll best fit majority of businesses.

   We'd like to give provide the opportunity to everyone here to participate in this and if you can spare a few minutes, our team have prepared a few questions in this form 📝 that we'd love your feedback on.

   We want to keep you updated as work progresses on this, and I'll be back to share as soon as there's more news.

   We hear you team! Thank you for continuing to share back with us here, and a big thanks to those that registered interest and provided input to the teams earlier research.

   Right now, there's still some discovery going on around this functionality, but I want to assure you this is a feature our team are keen to develop.

   While the first round of research helped inform our team they want to dive deeper into some of the aspects surrounding this feature that'll help ensure we create a solution that'll best fit majority of businesses.

   We'd like to give provide the opportunity to everyone here to participate in this and if you can spare a few minutes, our team have prepared a few questions in this form 📝 that we'd love your feedback on.

   We want to keep you updated as work progresses on this, and I'll be back to share… more

   An error occurred while saving the comment
   Caz Livingstone commented  ·  26 September, 2023  ·  Edit…  ·  delete…

   When you do get to this, options I would like to see are:

   All Customers:
   - Option to send or not send statements automatically.
   -- If the option to send automatically is selected, then:
   --- option to choose what date and time to send them
   --- option to insert a notice to all customers on the statement
   --- option to be notified when opened/read by the customer

   Individual Customers:
   -- Option to choose which individual customers to send statements to
   -- Option to choose what date to send the statement for each customer
   -- Option to be notified when opened/read by the customer
   -- Option to add a notice on the statement to be read by the individual customer

   I hope this suggestion helps.

   In both cases, on statements to be read by all customers as well as an option to send customized

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