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  1. Customer Statement - Automated statements for contacts

    550 votes

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    142 comments  ·  Contacts & files » Contact  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    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
    Kishor Lamdande commented  · 

    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.

    Kishor Lamdande supported this idea  ·