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  1. Customer Statement - Automated statements for contacts

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    118 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, apologies we've not provided an update here before now. Over the past year there's been a lot of development throughout Sales, more centralised around the new invoicing experience. With the upgraded technology new invoicing is built on we've been able to begin developing the send experience, with improvements to customise and send invoices, and help you get paid faster.

    Being able to automate the send of customer statements is high on our product teams radar, however we want to be transparent that this isn't planned in the short term. As we continue to develop and uplift throughout the Sales experience this is definitely an area the team will draw closer attention to, however with lots of different projects on the go we aren't able to bring focus to this right now.

    I want to assure you we'll keep reviewing this idea, and will share as soon as there's…

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    Neil Humphries commented  · 

    Looking at the comments on this thread it is disappointing to note that it is low on the development list.

    Such a basic task that shouldn't require everyone to have to do it individually.

    The attitude from Xero, and indeed from other software providers, appears to be they'll do it when they want.

    I would suggest that this is sorted before customers move to another provider.

    Neil Humphries supported this idea  ·