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1. Customer Statement - Automated statements for contacts

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   114 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  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 any related progress. 

   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… more

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   Kishor Lamdande commented  ·  13 September, 2023  ·  Edit…  ·  delete…

   Hi Xero Team,
   We are looking for this function to be rolled out from Starting of this year. Team was telling me this is in the pipeline. After 9 months also we did not receive this function in Xero.
   We want to send Auto Email Statements to contacts.
   Please look into this on high priority.

   Almost all businesses are looking for this feature as this is the standard practice for maintaining transparent business with all clients.

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   Kishor Lamdande supported this idea  ·  13 September, 2023