Heya team, thanks to everyone who shared feedback through the form in our last update. Your contributions have helped us make great headway, and this idea is now moving into development.
We're inviting a limited group of users to test our new Statement list and PDF views. These are important stepping stones towards scheduled statements, and testers will automatically receive early access to scheduling when it becomes available. Register your interest through this form as soon as possible.
If you don't make it into this testing group, don't worry. We'll continue sharing updates here as the work progresses.
This early release gives you greater control over your statements, from customising which columns you see to editing contacts inline and previewing exactly what each customer will receive before you send. Your statements will also now match your invoice branding for a more consistent experience.
Please note: When you join, your entire organisation permanently moves to the new statement branding templates, that are consistent with your invoice templates. This can't be reversed. Each user can switch back to the older statements list for a limited time.
What’s coming soon: Schedule statements to automatically send on regular cadence, track send status, get easier access to statements in the sales navigation, and have more control over which columns you display on your statement PDF.
Heya team, thanks to everyone who shared feedback through the form in our last update. Your contributions have helped us make great headway, and this idea is now moving into development.
We're inviting a limited group of users to test our new Statement list and PDF views. These are important stepping stones towards scheduled statements, and testers will automatically receive early access to scheduling when it becomes available. Register your interest through this form as soon as possible.
If you don't make it into this testing group, don't worry. We'll continue sharing updates here as the work progresses.
This early release gives you greater control over your statements, from customising which columns you see to editing contacts inline and previewing exactly what each customer will receive before you send. Your statements will also now match your invoice branding for a more consistent experience.
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
·
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.